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Creating a CSV file |
  
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Creating a CSV file |
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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 |