Importing CSV File into Heeros Accounting
Importing Invoices as CSV File into Heeros Sales Invoices
Importing Registers as CSV File into Heeros Purchase Invoices
It is possible to import data into Heeros applications using CSV files. In the guidelines, you will find the specifications needed for successful data import. This article includes the most common error situations for CSV file imports categorized by application.
If you are unable to resolve the error situation according to the instructions in the article, our application support can assist you. We will charge for the troubleshooting work.
Importing CSV File into Heeros Accounting
Instructions for importing CSV data into Heeros Accounting and a sample file can be found here. If you encounter an error during the import, please first check the following points:
- Do not remove columns from the file. Does the file to be imported contain all the columns from the sample file?
- The date format must be dd.mm.yyyy or d.m.yyyy. NOTE! The date information is mandatory on every line unless specified during import (there is an option to specify the date on the summary voucher).
- The voucher types, account information, and VAT codes must be consistent with the accounting settings.
- The voucher number does not have to be the next open number from the accounting; the transaction can be renumbered during the import.
- The description must not contain special characters such as ; or ´, as these will break the structure of the CSV file.
- Amount information must be marked with a maximum of two decimal places.
Importing Invoices as CSV File into Heeros Sales Invoices
Instructions for importing invoices as a CSV file into Heeros Sales Invoices and a sample file can be found here. If you encounter an error during the import, please first check the following points:
- The mandatory fields of the file are filled in. You can check the mandatory fields in the guideline at the bottom of the document Specifications for Invoice Import CSV File.pdf.
- The date format must be yyyy-mm-dd.
- The decimal separator must be a comma, not a period.
- The header information must match the headers of the sample file.
Manual corrections to the file should be made using a program like Notepad++ (changes made directly in Excel will alter the dates incorrectly and prevent the file from being imported).
Importing Registers as CSV File into Heeros Purchase Invoices
It is possible to import the content of registers into Heeros Purchase Invoices as a CSV file. If you encounter an error during the import, please first check the following points:
- The header information must match the headers of the sample file.
- The mandatory columns must be filled in.
- The same character set must be selected for the import as in the file, so that special characters are displayed correctly.