Import data into invoice

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • You can import bulk data through transform map using excel file.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > Accounts Payable Workspace.
    2. View the inbound table sn_spend_intg_imp_invoice_list.do.
    3. Right-click the column heading.
    4. Select Import.
      The Import external data into Invoice Import page appears. For more information on importing data through transform map, see Run transform to update invoice data.
      Note:
      Follow the same steps for invoice lines and invoice payment.
    5. Select if you want to Insert or Update data.
      By default, Insert is selected.
    6. Check the Do you want to create an Excel template to enter data? check box.
      1. In Create an Excel template file to enter data, select the Include all fields in the template check box.
      2. Click Create Excel template.
      3. In Upload the template file, browse for the excel file in XLS format.
      4. Click Upload.

    Result

    Excel template is created and uploaded with mandatory invoice data.