Importing New Records - Vendor Payment Items
Follow the steps for Importing New Records

Field Required Type Sample Value Notes
Vendor_Payment_Import_Id Yes Identifier "123"  
Account_Id Yes, unless lookup fields are used to identify the account Identifier "456" Must match an existing GL Account Id in the system
Account_Number No, unless Account_Id is not specified Lookup "1-00-00-4165-125" Must match an existing GL Account number in the system
Distribution_Type Yes Datasource Data "Credit" Must be one of: Credit or Debit
Payment_Amount Yes Decimal "250.75"  
Amount Yes Decimal "250.75"  
Payment_Date Yes Date "2024/06/15"  
Payment_Method Yes Datasource Data "Credit Card" The values usedmust match the values found in the system. Custom values can be added.
Payment_Number No Text "CHK123456"  
Name_On_Payment No Text "John Doe"  
Payment_Memo No Text "Invoice Payment"  
Internal_Memo No Text "For record only"  
Entered_Date Yes Date "2024/06/16"  
Posted_Date No Date "2024/06/17"  
Voided_Date No Date "2024/06/18"  
Void_Comment No Text "Duplicate payment"  
Is_Misc_Payment No Boolean "0"  
Vendor_Id Yes, unless lookup fields are used to identify the vendor Identifier "789" Must match an existing Vendor Id in the system
Vendor_Name No, unless Vendor_Id is not specified Lookup "ABC Supplies" Must match an existing Vendor Name in the system
Payment_Address_Line1 No Text "123 Main St"  
Payment_Address_Line2 No Text "Suite 200"  
Payment_Address_Line3 No Text "Building B"  
Payment_Address_City No Text "New York"  
Payment_Address_State No Datasource Data "NY" Must match an existing State in the system
Payment_Address_Zip No Text "10001"  
Payment_Address_County No Text "New York"  
Payment_Address_Country No Datasource Data "USA" Must match an existing Country in the system
Printed_Date No Date "2024/06/19"  
Payment_Classification_Id No, unless your school uses classifications Identifier "123" Must match an existing Payment Classification Id in the system
Payment_Classification_Name No, unless your school uses classifications and Payment_Classification_Id is not specified Lookup "General Admin" Must match an existing Payment Classification Name in the system

See also

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