How does the daily Payt import work?
Your outstanding items and new invoices are automatically imported into Payt once per day.
Payt automatically performs an import once a day. During this process, all data related to outstanding items is retrieved from your accounting package. Your accounting system is always the source of truth for data in Payt — including customer contact details, invoice data, and more.
How is the data retrieved from the accounting system?
The import method depends on your accounting package and how it is connected to your Payt environment.
My accounting package is connected to Payt via a direct (API) integration
Payt has direct integrations with several accounting systems, such as Exact Online, Twinfield, and Moneybird. In these cases, Payt retrieves outstanding items from your system whenever an import is triggered.
I provide my accounting data using a CSV or XML file
With other accounting systems, a third-party service is used. This service generates a file containing all outstanding items from your accounting system, which is then uploaded to Payt and imported.
When does the data get imported?
The timing of the import depends on your import settings.
Read more: What can I set up to import data in Payt?
What happens after the data is imported?
If a new invoice is imported, it will be automatically sent and/or reminded. By default, Payt uses a one-hour delay before sending the invoice. Invoices can be sent every half hour, giving you some time to pause or correct the invoice if needed.
Example: When is an invoice sent after import?*
- Import at 15.01 -> 1-hour delay -> invoice sent at 16.30
- Import at 15.29 -> 1-hour delay -> invoice sent at 16.30
*Note: the exact timing depends on your invoice sending settings.
Read more: How do I set up my invoicing process?
If there field in the accounting system that was filled with data, you can leave it blank to prevent that data from being sent to Payt.
Please note: leaving mandatory fields blank (e.g. an email or postal address) will cause a validation error which will prevent the invoice from being imported into Payt.
How do I know if all data was imported correctly?
The accounting system is leading, but there are several reasons why changes from your accounting package are not visible in Payt. Check out the support article below for more information.
Is an invoice still outstanding in Payt when you expected it to be completed after the import? Then it is still outstanding in the accounting system.
This support article explains how to prevent unwarranted reminders: How can I avoid sending unwarranted reminders?