Import allows you to add the corresponding Internal Number assigned in the ERP for each document. The import source is a file in MS Excel spreadsheet format (XLSX, XLS).

In order to successfully determine the correct document, we need to obtain some identifying information from you. For this, we will need either a document ID (GUID) that uniquely identifies the document, or a set of these data:

If you don't have an ID available, we will try to find the document using the above set as follows: the document is found if the Document Type and at the same time the IN or VAT identification number of the partner and at the same time the Document Number and at the same time the Total Amount equals. If we find multiple documents that match the ID, we save the imported Internal Number to all such documents.

Warning: We do not overwrite documents that already have an internal number.

You can download a template to create your imported file as shown in the image below:

Identifying information:

Id = ID
Kind = Document type (0=Received Invoice,1=Outgoing invoice, 2=Receipts/Bills)
PartnerVAT = VAT identification Number
PartnerIC = Registration Number
Number = Document Number
TotalAmount

Imported information:

InternalCode = Internal Number