Creating a CSV file

You can create a CSV file in Excel, provided that you have the required information. For creating a CSV file you need to know the values of the following attributes:

 

1. Record ID.
2. Name of the Host Application.
3. Name of the Company.
4. Name of the Module.
5. Name of the Transaction Type.
6. Name of the Document Type.
7. Profile Fields in that Document Type.
8. Path of the documents to be imported.

 

Open Microsoft Excel and add all the above mentioned values in the below given format:

 

Record ID

Name of the Host Application

Name of the Company

Name of the Module

Name of the Transaction Type

Name of the Document Type

Name of the Profile Field in the Document Type

Path of the Documents to be imported

 

If there are no Profile Fields for the Document Type for which the documents are imported, then leave the cell BLANK.

 

In case there are multiple Profile Fields in a Document Type, you can define the Profile Fields as mentioned below:

Profile Field1|Value;Profile Field2|Value; and so on.

 

This feature will allow you to import documents into PaperSave using a standard CSV format.

 

Below are the sample CSV rows in an excel format and how they should look before importing.

 

Sample CSV file row without document profile fields

 

4123

PaperSave

BBInfinity

Contract Administration

Contract

Contract Documentation

If there no Profile Fields, leave the cell BLANK

C:\Data\Records Docs\1_Pg_Pdf_I-9.pdf

 

Sample CSV file row with document profile fields

 

4123

PaperSave

BBInfinity

Contract Administration

Contract

Contract Documentation

Profile Field Number Type|420;Profile Field List Type|a;Profile Field Date Type|11/11/2013

C:\Data\Records Docs\1_Pg_Pdf_I-9.pdf

 

Note:

Values mentioned in above 2 sample CSV row with/without document profile fields that is based on the sample excel format are only given as an example for your easy understanding.

 

Below is a table which references the Parent ID values for each supported Transaction Type:

 

Module

Transaction Type

Parent ID title

Contract Administration

Contract

Contract Number

Financial

Account Maintenance

Account

Financial

Bank Deposits

Checkbook ID + Deposit Number

Financial

Bank Transaction

Checkbook ID + Number

Financial

Bank Transfer Entry

Record Number

Financial

General Financial Transaction

Journal Entry + Transaction Data

Financial

Grant

Grant ID

Financial

Journal Entry

Journal Entry + Transaction Data

Financial

Reconcile Bank Statements

Checkbook ID

Fixed Assets

Asset Book

Asset ID

Fixed Assets

Asset General

Asset ID

Fixed Assets

Asset Insurance

Asset ID + Insurance Class

Fixed Assets

Asset Lease

Asset ID + Lease Company ID

Fixed Assets

Asset Retirement

Retirement Event, Suffix

Fixed Assets

Asset Transfer

Transfer Event, Suffix

Human Resources

Attendance Entry

Employee ID + Time Code

Human Resources

Employee

Employee ID

Human Resources

HR Transaction Entry

Transaction

Inventory

Item Maintenance

Item Number

Inventory

Item Transaction

Item Number

Inventory

Item Transfer

Number

Job

Job

Job

Job

Job Invoice

Document Number

Payroll

Batch Entry

Batch ID

Payroll

Manual Check Entry

Payment Number

Payroll

Transaction Entry

TRX Number (#)

Project

Billing

Document No.

Project

Change Order

Change_Order_Number

Project

Contract

Contract Number

Project

Contract Template

Contract No.

Project

Employee Expense

Document No.

Project

Equipment Log Entry

Document No.

Project

Miscellaneous Log

Document No.

Project

Project Maintenance

Project No.

Project

Project Return

Document Number

Project

Time Entry

Document Number

Purchasing

Payables Transaction

Voucher No.

Purchasing

Payments

Payment No.

Purchasing

Purchase Order

PO Number

Purchasing

Receiving transactions

Receipt No.

Purchasing

Vendor

Vendor ID

Sales

Customer

Customer ID

Sales

Invoice Entry

Document No.

Sales

Lockbox

Lockbox ID

Sales

National Accounts

Parent Customer ID

Sales

Receipt

Receipt

Sales

Receivables Transaction

Document No.

Sales

Sales Prospect

Prospect ID

Sales

Sales Territory

Territory ID

Sales

Sales Transaction

Document No.

Sales

Salesperson

Salesperson ID

Service Call Management

Equipment

Equipment Number + Item Number

Service Call Management

Service Call

Call Number