CSV Import > Multiple File Import of Vendor Bills with Expenses

Use two (2) files for the import.
 
1. One (1) file for Bills with the following fields:
External ID (match to line)
Date
Memo
Reference No.
Vendor Internal ID
Posting Period
Terms
Due Date
 
2. One (1) file for the Expenses Line with the following fields:
External ID (match to body)
Reference No.
Account
Total (Do not name this column as 'Amount' in your file)
Memo

To Process the CSV Import, do the following:

1. Navigate to Setup> Import/ Export> Import CSV Records.

2. Select Transactions in the Import Type dropdown.

3. Select Vendor Bill in the Record Type dropdown.

4. Select Multiple Files to Upload in the CSV File(s).

5. The Primary file would be the first CSV file (Vendor Bill Main) created while the Linked File (optional) would be the second file (Vendor Bill Expense). Attach both files.

6. Click Next.

7. In the Data Handling page, select Add.

8. Click Next.

9. In the File Mapping page, select External ID in the Primary File Key Column.

10. In the Field Mapping page, map all the fields.

11. Click Next.

12. Add a name for the import in the Import Map Name field.

13. Click Save & Run.