Importing Multiple Entries through BATCH CREATE

1

Anyone have hand’s on experience on Bulk import of transactions cash and non-cash through Batch Create accurately?

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Manager uses a particular format of CSV for batch operations. You can get the sample format by first batch selecting entries (like Sales Orders), batch operations, batch update, copy. Once you paste it in a spreadsheet, you can see the format and headers.

Note that batch operations uses additional columns for each additional value. So for a Sales Order with 2 items that would be typically entered as:

  • Reference, Lines.1.Item, Lines.1.SalesUnitPrice
  • A1, Item1, $100
  • A1, item2, $50

Manager expects the following instead:

  • Reference, Lines.1.Item, Lines.1.SalesUntPrice, Lines.2.Item, Lines.2.SalesUntPrice
  • A1, Item1, $100, Item2, $59

Each batch operation has different headers, so check them carefully. (Sales Orders use different headers vs Sales Invoice vs Credit Note)

It’s advised you do this using the API instead. You can also write a script using the tool of your choice to output text in the format expected for copy paste into batch operation if it’s just occasional batch entry.

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