Importing AR Deposits with Payment Lines (Database View)

Ruaira Morgan

(I am using Database View, not the web version)

Is there anyone that point me in the right direction with importing Deposits into AR? I figured out how to import Invoices, and then with a separate import, how to add lines to that invoice by referencing the invoice number for each line.

I thought it would be much the same process with Deposits, but there appears to be no option to set up a Deposit import. There is only a “Payments” section in Admin>Import Records, and it seems to want a Payment ID (which are only generated after manually creating a payment within a deposit to link the import to records.

The end objective is to be able to import multiple payment lines (like 30) into a single deposit entry.

Side question regarding field mapping - when I imported things with SAGE ERP, there was a way inside a module to examine the field codes of the entry points so that you could then find the appropriate field code over on the import side. Is there a way to do that in FE? Because my existing method is effectively throwing spaghetti at a wall until it sticks….

Any help is appreciated!

Michelle Rose

@Ruaira Morgan I'm curious whether you were able to resolve this? I'm trying to import payments but have not figured out what I"m doing wrong. I found the import ID for the deposit batch and thought I needed to use that and/or the deposit batch number. Nothing I've done is working.

I appreciate any input you might be able to offer.