Import debtors and creditors

You can import debtors (sales contacts) and creditors (purchase contacts).

To import debtors/creditors:

  1. Go to:
    • Financial / Management / Import debtor and creditor / Sales contact/organisation
    • Financial / Management / Import debiteur en crediteur / Purchase contact, organisation
  2. Next, you proceed with importing using the wizard.

To edit debtor and creditor import data with VB Script:

By default, the import does not look at debtor/creditor settings. However, there is an option that does look at these settings. This can be done by entering AuPaDebCre This setting is not available in the initial window, but you can enter it in the import script.

The routine to be used for each line to be imported is:

Sub Import()

ToFields("AuPaDebCre").Value = True

End Sub

See also

Directly to

  1. Debtor
  2. Configuration
  3. Add a new debtor
  4. Merge debtors
  5. Import debtors and creditors
  6. Change a code
  7. Debtor monitoring
  8. Forecast of income/expenses
  9. View the turnover for a sales contact/debtor