Importing New Records - Vendor Payment Items
Posted January 01, 2025
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 |
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