Using the Import Tool

• Tim Fouracre
• Tuesday, 23 February 2010
• Bank Import Tool

Help Article

Below is an example of how to use the import tool in Clear Books. In this example we will be importing invoices, the process is almost identical for other types of import except for when defining fields.

Step 1.

To start navigate to “Tools > Import Tool“.

Step 2.

Choose and upload the correct file from your computer.

Step 3.

You will then see the field selection page:

CSV Import Field Selection:

 

Step 4.

Depending on the type of import selected you will need to match up different data. The majority of the fields are self explanatory below is a list of those which could be confusing:

General

• Line Description: The item description should be selected here.
• Line Type: Enter the Clear Books Account Code
• Line Unit Price: Enter the price per unit here, there is no need to select a total price as Clear Books will calculate this for you.

Invoices

• Reference: If you have your own references for the transactions you are importing enter them here.

Bills

• Bill Id: unique id for the bill/purchase similar to an invoice ID.

Sales Items

• Clear Books Account Code: Select the corresponding Clear Books account code here.

Compulsory Tags:

For each type of import there are compulsory tags:

Import Type	Compulsory Fields
Invoices	Invoice No Invoice Date Customer Name Line Description Line Unit Price
Bills	Bill ID Bill Date Supplier Name Line Description Line Unit Price
Customers	Customer
Suppliers	Supplier
Sales Item	Item Name
Bill Items	Item Name
Bank	Description Amount Date

Step 5.

If the import is successful you will be taken through to the confirm import page.

Confirm Import

Click confirm import and you will be taken to a confirmation screen acknowledging that you have successfully imported these transactions.