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Pastel Partner Version 12 - Upload Purchase Orders from Excel

Posted on 2014-09-12
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Last Modified: 2014-09-25
Hi

In Pastel Partner Version 12

Is it possible to upload Purchase Order information  from Excel?

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Question by:murbro
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by:Rob Henson
ID: 40322969
What format of data does Pastel Partner require?

Excel can export to .csv or .txt to name but two?

Thanks,
Rob H
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Rob Henson earned 500 total points
ID: 40322982
See link below on how to import data into Pastel partner, looks like it needs to be in .csv format.

To create a .csv in Excel is relatively simple. Create a sheet in Excel that has the columns in the required order, either by copying and pasting from existing data or by linking to it with formulae. To get the correct column mapping, I suggest you do an export of existing PO data first and open in Excel, this will show the required column headers etc.

Then, with the required csv sheet active, use the Save As function in Excel to save this workbook and choose CSV from the dropdown box for file type. The resulting csv file will only have that sheet. You can then import into Pastel Partner.

Thanks
Rob H
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Author Closing Comment

by:murbro
ID: 40344646
Thanks very much
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