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      Import Files

      Within the Import Files Page, you can import csv, xls, or xlsx type files to upload multiples of:

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      • Admin imports

        • Delegates- A list of Fidesic Users

          • Required fields for import: "Name", "Email Address"

          • Optional fields for import: "Role Names", "Locations"

      • Receivables

        • Check Invoicing- This will allow you to upload a batch of invoices or payments to fidesic and check against whether or not they are already within the system. 

          • Required fields for import: "Customer Number", "Document Type", "Document Number", "Document Date", "Document Amount"
          • Optional fields for import: "Due Date", "Originating Subtotal", "Tax Amount", "Trade Discount Amount"

        • Customers- Based on GP smart list file of customer records. 

          • Required fields for import: "Customer Number", "Customer Name", "Address Code", "Address 1", "Address 2", "City", "State", "Zip", "Country", "Phone 1", "Contact Person"
          • Optional fields for import: "Address 3", "Email", "Fax", "ParentID"

        • Excel Balances

        • Open Items - This will allow you to upload all open items for a customer. This is based on the GP Smartlist: "Unapplied Documents*"

          • Required fields for import: "Customer Number", "Document Number", "Document Type", "Document Date", "Current Trx Amount", "Due Date"
          • Optional fields for import: "Address Code"

      Required Fields and Optional Fields are listed for each type of list that is being imported.