ACCOUNTS PAYABLE - Import Transactions

How to Import transactions into Accounts Payable

• Access - Tools > Import
• option to open a previously saved import configuration / mapping   or continue as follows:
• select the .xlsx or .csv file location Source using the Browse Files if this is an unsaved Import or Browse Folders button if this is a previously saved Import
• accept or change Date Format if applicable
• select the Import Type (data) you are importing - Accounts Payable
• map fields:
  • select the field under Import File - ie: ‘Vendor No’
  • select the corresponding field under Spire Fields - ie: ‘Vendor No’
  • click the Match button - matched items will transfer down to lower section, where you can then select the field and Unmatch if desired
  • continue to Match all fields you want to import into Spire
• determine whether your spreadsheet Has Header Row or not (see top)
• option to select a Destination folder to move the successful imported file to
• option to select a Failure folder to move the unsuccessfully imported file to
• click on Save config / Save config as to save the Source, Import Type, Field Mapping, Destination and Failure folders into the current user’s documents folder
• click on Import to finish and review the newly imported records in Spire