A/P Import File Format

Owned by Amber Jones (Unlicensed)
Last updated: Sept 16, 2020
1 min read

The import file must be in the CSV (Comma Delimited) format with all required items completed. Below is a screen shot of the required and optional fields needed for the A/P Import File Format. These items will match various items within the software (Vendor, Bank, and chart #’s etc). Any issues importing the file can be addressed by Customer Support.

Top reasons for import failure:

  • Match the format of the cell.  Amounts wil have a decimal, dates will have dashes etc

  • Any information outside the columns

  • Any missing required information

  • Not removing the top instruction row, and 2nd column title row

  • Not saving as CSV Comma Delimited

In the below example, once all information is entered, remove the top two rows and save the file as CSV (Comma Delimited).

 

Carvin Software LLC