Managing payment data is now effortless with Ever Accounting’s Import Payments feature. This tool allows you to upload payment details in bulk using a CSV file, saving time and ensuring accuracy. Here’s a step-by-step guide to help you get started.
What is the Import Payments Feature?
The Import Payments feature enables businesses to process payments efficiently by uploading bulk payment data into the system. A preformatted CSV file allows you to input all necessary details, such as payment numbers, amounts, and dates.
Step-by-Step Guide to Import Payments
- Access the Tools Menu: Go to Accounting > Tools from your WordPress Dashboard. Here, you’ll find options for Import and Export.
- Select the Import Tab: Click on the Import tab. Scroll down to the Import Payments section.
- Download the Sample CSV File: Under the Import Payments section, click the link to download the sample CSV file.
- Prepare the CSV File: Open the sample file in Excel, Google Sheets, or similar software. Fill in the required and optional fields for each payment:
| Field | Description | Example |
| Payment Number | A unique identifier for each payment | PAY-0001 |
| Payment Date* | The date of payment (format: YYYY-MM-DD) | 2024-12-22 |
| Amount | Total payment amount | 200.00 |
| Currency | A three-letter currency code | USD |
| Exchange Rate | The customer’s ID is associated with the payment | 1.10 |
| Reference | Any applicable reference number | REF2024 |
| Note | Additional notes or remarks | Final Payment |
| Payment Method | The method used for payment | Bank Transfer |
| Account ID* | The ID of the account for the payment | 105 |
| Contact ID | The customer’s ID is associated with the payment | 201 |
| Category ID | The category to which the payment belongs. | 10 |
| Attachment ID | File attachment (e.g., JPG, PNG). | receipt2024.png |
| Editable | Indicates whether the details are modifiable. | Yes |
- Save the completed file in .csv format.
- Upload the CSV File: Return to the Import Payments section. Click Choose File and select your prepared CSV file.
- Start the Import Process: Click the Import button to process the file. The system will add the payment entries to your database.
- Review the Import Results: After completing the import, review the summary of imported payments. Any errors or skipped entries will be highlighted for correction.
Fields marked with an asterisk (*) are mandatory. If these fields are missing, the system will skip the corresponding payment entry.
Download the Sample CSV File
To simplify the process, download the sample CSV file and use it as a template for your data.
Click here to download the sample CSV file for importing payments.