The document will guide you the steps on how to import a file into Pastel.
SCOPE:
This document should cover the all Pastel export/import files.
PROCEDURE:
The following are steps to modify and import files.
1.Please export the company data from Partner
2.Please open excel, then select to open the exported file.
3.A window should appear, please select delimited then click next.
4.Select Comma, click next.
5.Select All columns by hilighting the first one, then moving
along to the end horizontally and holding shift whilst clicking on the last
column. Once you’ve done this, click Text.
6.Click Finish.
7.If it worked, all numbers shoul dhave a little green arrow in
the top left hand corner.
8.Do all the changes you need to do.
9.Save the file as a Comma Delimited CSV.
10.Don’t double click on that file again, use partner to import it
using the Export/Import tool.
11.Open a company, select export/import and then choose the import
option that applies to what you’re doing.
