- UPLOAD CSV
Please prepare a CSV file with the following columns:
- Customer ID
- Customer Name
- Customer Email
- Document Type (example: Invoice, CM, DM)
- Document Number
- Issue Date (mm/dd/yy)
- Due Date (mm/dd/yy)
- Major ERPs allow downloads to a customized Excel format
- Additionally you can manually complete this Excel template
- Check the Excel file, avoid any symbols other than letters, numbers, and email format
- If you add header to your CSV file, it will be skipped from processing
- From Excel you can export your file to a CSV format. CSV Format includes double quotes if commas are presented in columns.
Example: 1111, "Company, Inc.", firstname.lastname@example.org, 22222, IN, 12/31/2020, 12/31/2020, 1000, 1000
CSV File Uploading Successful!!