Once a day, your open items and new invoices are imported in Payt.
Every day, Payt automatically does an import. How this works, depends on the accounting package you use, among other things.
- With some packages, Payt has a direct link, in which case we retrieve the outstanding items the moment an import is started.
- With other accounting packages, Payt has no direct link, in which case there is a party in between that transfers a file of open items from the accounting package to Payt.
Viewing your recent imports
An import is done per administration. In Payt, go to the 'Import' button at the top of the menu.
Upon clicking this, you will find the Import page with information about the latest import tasks.
The import status
Occasionally, it happens that an import could not be carried out, in which case the task in question is marked as 'Failed'. By clicking on the task number, more information on this can be obtained.
It is important to keep an eye on your recent imports. When an import task fails, it means that Payt has not received updated data. Then there may be invoices that are paid in the accounts, but not yet in Payt.
In other cases, the import task is 'Performed' or still 'In progress'. For a performed import, the 'Validation errors' column is ideally empty. If the column is not empty, there are validation errors (marked in red) and/or warnings (in orange) for you to look at.
Note: Have you made changes in your accounting package, but did they not get through to your invoice or customer? There are several reasons why your changes won't come through. See 'How can I modify customer details in Payt?' for more information.
Validation errors in the import
Validation errors are important to resolve, otherwise they may cause a customer or invoice not to be loaded into Payt. You can resolve most validation errors yourself by modifying a customer's details in your accounting package. Please check 'How do I solve validation or import errors?' for more information.