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.
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