You can create the batch in excel as a .csv file and then import the .csv excel file into Sage 50cloud Pastel.

While importing a .csv file is quicker, you'll need to make sure that you've created the import file in the correct layout.

NOTE: Don't input special characters on the import file, for example, “$@!’

There are 2 types of records:

• Headers
• Details

The header appears first, followed by the details for that record. Refer to article Sample Demo Document Import File (for Customer or supplier documents) for guidance.

Before creating a csv file in Excel

1. Go to Setup then Periods.
2. The Per column represents your periods in a .csv file.
3. Make a note of the Start and End dates for the Per column.
4. Click OK.

Before importing the batch file

1. Open Excel.
2. You'll have 1 line for the header followed by the number of detail lines necessary.
   • Details line = lines on the document
3. Enter the necessary fields as per the layout file.
4. Select the date fields in column G and U.
5. Right-click and select Format Cells.
6. Select the Number Tab and click Custom.
7. Under Type, enter dd/mm/yyyy and click OK.
8. Click File then Save As.
9. Select where you wish to save the .csv file.
10. Enter a name for the file, for example, Supplier doc 2025.csv.
11. On the option Save as Type, select the option CSV (Comma delimited)(*.csv).

Importing a customer/supplier documents

1. Select Process Customers/Suppliers.
2. By Document Type select the document you wish to import.
3. Click Batch button and select Import.
4. Click the magnifying glass and go to your saved .csv file.
5. Select the file and click Open.
6. Click Process.
7. A message will display with the number of documents imported, click OK.

 NOTE: While Sage 50cloud Pastel ignores the document numbers you've entered on the .csv file, you'll still need to enter them or the import will fail.