Invoice importing special formats

Invoice importing special formats

Default importing options are described in the video: https://www.erplybooks.com/manuals/how-to-import-invoices-to-erply-books/

This tutorial speaks about how to import invoices with custom fields and XLS files. 

Default CSV file alignment

Additional options with invoice import 

You have the following options: 

  • If you don’t want to separate projects with project names and instead want to use projects separated by project groups then you can add project group columns
    • If you want to use project groups then add them into separate columns after currencyRate – leave one empty column after currency rate and then every project group into separate column
    • Into the header of the project, the group column adds project group id. Id values you can get from the report generator
  • You can change the format of the columns
    • If you want to use your own alignment not the default one then add global GLOBAL_USE_INVOICE_IMPORT_ORDERING
    • With that global in invoice import, you have an ordering field where you can add your own ordering alignment. It should have previously described column names separated by “|”, “,” or “;”. 
  • You can add custom fields. 
    • If column alignment is not overridden then additional fields start from column U (the same as project groups). 
    • For example, if you want to add customer registration code into column U then make sure U1=registrationCode. 
    • All the additional customer columns are described here: 
      • bankAccountNumber
      • bankIban
      • bankIdentifier
      • bankName
      • bankSwift
      • code
      • contactPersonEmail
      • contactPersonName
      • contactPersonPhone
      • email
      • entityTypeCode
      • fax
      • info
      • invoiceSendingAddress
      • invoiceSendingIdentifier
      • legalAddress
      • legalCity
      • legalCountryCode
      • legalPostcode
      • phone1
      • phone2
      • referenceNumber
      • registrationCode
      • supplierReferenceNumber
      • vatNumber
      • Website
    • All other additional columns: 
      • paymentDate
      • paymentSum
      • paymentAccountNumber
      • paymentAccountId
      • paymentArchivingId
      • parentDocumentNumber – requires GLOBAL_INVOICE_IMPORT_PARENT_TYPE