Importing Payments to Billing

To import payments data to Billing:

1. Open the Finance > Documents, select Payments. The list of existing payments is shown on the screen.
2. Click Import Payments. The Import Payments wizard starts.
3. Fill in the following fields:
   • File – Click next to the field. Locate the CSV file that contains the data to be imported or the non-CSV file that contains the data that is to be first converted to CSV(in this case you need to specify the script in the Conversion Script field) and then imported to Billing.
   • Conversion Script – In the case you added a conversion script to your Billing installation, specify its name. In this case you do not have to convert payment data to the CSV format preliminary: the script will do it right on import.
   • Separator – In the case there is no a conversion script within your Billing installation, enter the separator (a comma "," or semicolon ";") that is used in the CSV file specified in the File field.
4. Click Next to parse the CSV file. The parsing results are shown on the screen: if the CSV file has been parsed successfully, the list of payments to be imported is shown on the screen.
5. Click Finish to import payments.