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).

Importing Clients

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

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
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
Project	project name

Importing Suppliers

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

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
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)
Project	project name

Importing Employees

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

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
Project	project name

Importing Products

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

Name	product unique name
Product code (SKU)	product unique code
Description	product description
Product group	product group name
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.
Download template

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.
Download template

Name	service unique name
Service code	service unique code
Description	service description
Service group	service group name
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.
Download template

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