CSV Templates

You can upload the following Master Data details into the system through a predefined CSV format from the Integrations Job Status page -

• Payment Terms - Terms and conditions regarding the settlement of any invoice that the supplier dictates.
• Chart of Accounts (COA) - A list of all the general ledger accounts that an organization uses to allocate its expenses.
• Entity - The organization in whose name the invoice is issued, i.e., an organization that has purchased goods and services from the supplier.
• Supplier - Any organization that supplies goods or services and issues an invoice to the buyer.
• Purchase Order- An official document stating the items, their quantity, and the intended purchase price. A unique alphanumeric id that identifies such a document is the purchase order number.

To perform Employee Hierarchy Sync alongside uploading all the details of an Employee, choose the Employee option and download the relevant CSV template.