Importing Manual Invoices into Dispatch Science

Modified on Wed, 2 Apr at 1:43 PM

Open invoices can be migrated/ imported into Dispatch Science using a CSV template. The file must be populated by the client and sent over to your Implementation Consultant to be uploaded via the internal API.
Note that the new invoices have automatically generated numbers. To tie them to original invoices, use the memo and/or description fields.

Template Columns:

accountid - the DS Account ID (not the Account Number)
invoicetype - The type of document imported

documentdate - Invoice Date (use UTC offset for tenant timezone)

accountingitemid - ID of the field created specifically for manual invoices.
description - Text field - you can put related invoice number here

taxscheduleid - Tax Schedule for the document

amountbeforetaxes - Invoice/document Amount

memo - Text field - you can put original invoice number here

DocumentType possible values:

0 - Invoice

1 - DebitNote

2 - CreditNote

!!! The internal API requires a sing-in API call first and then importing the invoices in a sequence of API calls for importing the invoices in the CSV !!!

The import template is attached to the article below.

Dispatch Only API guide

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Opening Bala....csv
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