CSV Data Import

PayTraq supports import of various data in CSV format with a comma separated values. You can import lists of clients, suppliers, employees, products and services, as well as price lists of products and services.

To import your data, download the appropriate template file, fill it and import it back into PayTraq. If the data from the importing file line is not found then a new data will be added. If the data is found by name or code then current data will be updated.

The template file can be downloaded from the Data Import tab of the appropriate list (clients, suppliers, employees, products, services, price lists).

In this article

Importing Clients

the file should contain the following sequence of fields, fields should be separated by comma.

Name - client unique name
Type  - for individuals - 1 , for legal persons/organizations - 2
Registration number  - client registration number
VAT Number  - client VAT number
Address (Street, City, Region)  - client address
Postal Code/Zip - client zip code
Country  - client country, the two letter country code
Phone  - client phone number
Email  - client email address
Bank name  - client bank name
Bank code  - client bank code
Bank account/IBAN  - client bank account number
Contract No.  - client contract number
Client group  - client group name, a group should be created before import
Discount  - client discount
Payment terms  -  NET - days from the date of invoice , EOM - days from the end of the month , COD - cash on delivery , CONSIGN - consignment
Due days  - number of days in payment terms (only for NET and EOM)
Price group  - price group name, a group should be created before import
Currency - price group currency, the three letter code of the currency

Importing Suppliers

the file should contain the following sequence of fields, fields should be separated by comma.

Name - supplier unique name
Type - for individuals - 1 , for legal persons - 2
Registration number - supplier registration number
VAT Number - supplier VAT number
Address (Street, City, Region) - supplier address
Postal Code/Zip - supplier zip code
Country  - supplier country, the two letter country code
Phone  - supplier phone number
Email - supplier email address
Bank name  - supplier bank name
Bank code  - supplier bank code
Bank account/IBAN  - supplier bank account number
Contract No.  - supplier contract number
Supplier group  - supplier group name, a group should be created before import
Discount  - supplier discount
Payment terms  - NET - days from the date of invoice , EOM - days from the end of the month , COD - cash on delivery , CONSIGN - consignment
Due days  - number of days in payment terms (only for NET and EOM)

Importing Employees

the file should contain the following sequence of fields, fields should be separated by comma

Name - employee full name
Type - should be set as 1
Registration number - employee identification code
VAT Number - should be left blank
Address (Street, City, Region) - employee address
Postal Code/Zip - employee zip code
Country - employee country, the two letter country code
Phone - employee phone number
Email - employee email address
Bank name - employee bank name
Bank code - employee bank code
Bank account/IBAN - employee bank account number
Contract No. - employee contract number 
Employee group - employee group name, a group should be created before import

Importing Products

the file should contain the following sequence of fields, fields should be separated by comma.

Name - product unique name
Product code (SKU) - product unique code
Description - product description
Product group - product group name, a group should be created before import
Unit - unit of measurement, a unit should be created before import
Type - stockable - 1, consumable - 2, fixed asset - 3
Barcode (EAN-13) - product barcode
Weight - product weight (kg)
Avg order lead time - product average order lead time (by default - 30 days)
Standard cost - product standard cost

Importing Product Price List

the file should contain the following sequence of fields, fields should be separated by comma.

Name - product unique name
Product code (SKU)  - product unique code
Price group - price group name, a group should be created before import
Currency - price group currency, the three letter currency code
Price - product price
Is Default - set 1 for default

Importing Services

the file should contain the following sequence of fields, fields should be separated by comma.

Name - service unique name
Service code - service unique code
Description - service description
Service group - service group name, a group should be created before import
Unit - unit of measurement, a unit should be created before import

Importing Service Price List

the file should contain the following sequence of fields, fields should be separated by comma.

Name - service unique name
Service code - service unique code
Price group - price group name, a group should be created before import
Currency - price group currency, the three letter currency code
Price - service price
Is Default - set 1 for default

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