importing_invoices_into_sage
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importing_invoices_into_sage [2021/08/23 09:16] – [Step 2] darryl | importing_invoices_into_sage [2021/08/23 09:20] (current) – external edit 127.0.0.1 | ||
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==== Step 3 ==== | ==== Step 3 ==== | ||
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The next step will ask for the data source. Simply select the Excel Spreadsheet, | The next step will ask for the data source. Simply select the Excel Spreadsheet, | ||
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The Field Mappings screen allows you to choose the fields in the spreadsheet which correspond with the fields in Sage. The Export Invoice sheet in Call2Field should be set up to correctly align with Sage already, however these can be changed if required. | The Field Mappings screen allows you to choose the fields in the spreadsheet which correspond with the fields in Sage. The Export Invoice sheet in Call2Field should be set up to correctly align with Sage already, however these can be changed if required. | ||
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==== Step 5 ==== | ==== Step 5 ==== | ||
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The final step confirms the choices so far, and allows you to begin the upload process. | The final step confirms the choices so far, and allows you to begin the upload process. | ||
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importing_invoices_into_sage.1629710217.txt.gz · Last modified: (external edit)