How to bulk import Rebate Bills

To bulk import rebate bills,

1. Create an import sheet with necessary details,

2. To avoid error in partner names you can use the partner external ID from system. To get that you can go the contacts module>>Filter the partners who has the tag as service stations>> select the partners>> Click Action and Export

3. Once you have exported the sheet, Get the External ID to the import sheet, using Vlookup function in Excel.

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4. Export the Recipient bank account external ID from the system to avoid errors 

5. Once you have exported recipient bank external ids, you can add them to the import sheet, again thorough the vlook up function.

6. Once the import file is ready, go to Accounting > Vendors > Bills.

7. Simply click on Favorites > then Import Records.

8. Click on Upload then select the file that you have prepared to import. Test the import sheet and Click on Import file

In order to understand the topic fully, you may watch this video about importing bulk bills.