Importing data from other applications into Pastel can be a tedious task especially when you are not familiar with the required import format. Pastel Partner 2009 allows you to import files such as the Customer Accounts and Supplier Accounts with ease, by making use of the original field names and linking those to the required fields in Pastel Partner.

To do this :

1.Select File | Export/Import

2.Select the item you want to import (e.g. Customer Accounts) from the drop-down list

3.Select the file you want to import by clicking on the magnifying glass in the Import File Name block, and locating your import file.

4.If you have exported accounts from another set of data within Pastel Partner, uncheck the Map Fields box. The exported file will already be in the required import format.

5.If you have exported your information from any other application, check the box and click on the Process button.

6.You will then be asked if the import file contains headings. Once you have answered the question, the Map Fields window displays.

7.From the drop down list, select the field on the import file that matches the Pastel field name. If you had selected Yes, your import file contains headings, the drop down list in the Import File Field Name column will display customer information. You will then need to match the fields in the right hand block with the respective field on the left.

8.If you had selected No, your import file does not contain headings, the drop down list on the right hand side will show field numbers as per your import file. You then need to match the field number with the Pastel Partner field name. 

9.Once you complete the mapping of fields, click on the OK button and then Process.

Note:
Fields in red are compulsory fields, and you have to link these to fields in the import file. Fields in black are optional. The system will fill in fields that you leave blank with defaults. The more fields you can link, the more accurate and complete the import.