ACCOUNTS RECEIVABLE - Import Transactions

How to Import transactions into Accounts Receivable

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 Receivable
map fields:
- select the field under Import File - ie: ‘Customer No’
- select the corresponding field under Spire Fields - ie: ‘Customer 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
click on Import to finish and review the newly imported records in Spire