Payables 2.0 - Updating Vendor Payment Methods Via CSV (Business Central)

the plugin allows users to update their vendor payment information in bulk using a comma separated values (csv) file, eliminating the need to manually change each vendor record keep in mind that information stored within native business central fields (outside of the plugin) cannot be updated using this plugin functionality export and import functionality this functionality allows you to manage your vendor records through a two part process export and import export creates a file containing all your current vendor records import allows you to update existing records by applying changes to your vendor data always export first before you begin an import this is the best way to ensure the csv file is structured correctly, as the row format changes depending on the type of data you are working with you can re import the same data multiple times to update existing rows, provided the id fields in the file have not been modified or changed export follow these steps to complete the first part of the process, exporting the csv file navigate to payment methods from anywhere in business central, you can navigate to the payment methods page click on {{productname}} and then payment methods to begin the export and import process export csv click import/export and select export csv file to create a csv export file for all vendor records important the csv is pre structured for import functionality; do not modify the column structures the import from business central triggers a minimum of one row of data there are three different data types bank account each vendor with a bank account creates a row with a data type of bank account , allowing you to modify the vendor’s bank account address each vendor with an address record creates a row with a data type of address , allowing you to modify the vendor’s address email each vendor with an address record creates a row with a data type of email , allowing you to modify the vendor’s email note save a copy of this file for your records so you can easily re import the original if necessary import once you have exported the existing vendor bank information, create the import file containing your revised vendor bank information by editing the data and adding new rows if you are incorporating new vendors do not remove any of the column headers or add additional columns; otherwise, the import will fail prepare the file for import each of the three data types requires specific data fields use the existing records as a guide to which columns require data, and be sure to follow the general rules to avoid errors that prevent a successful import bank account to add a new bank account, add a row and enter bank account in the data type column address to add a new address, add a row and enter address in the data type column email to add a new email, add a row and enter email in the data type column please do not fill in the email or address fields for these columns, and ensure that the other columns are completed according to the guidance provided in the table below note only one line entry per vendor can have the is default account set to y enter the default payment method for the default account address record fill the csv table you need to use specific default payment method code values that correspond to your payment rail types since a vendor can only have one default account with a default payment method, you must ensure the payment method you choose is compatible with the corresponding data type navigate to plugin → payment methods and check in the table which payment methods are listed for a vendor here is a complete list showing which payment rail types are supported by each data type use only the payment rails supported by your plugin for this specific vendor csv file table rows true 112,189 26904761904763,327 7309523809524left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type csv file table columns true 139,171 83333333333334,318 16666666666663left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type importing csv once the file is ready, click import/export and select import csv file attach the file that is ready to import and enter one valid email address to receive a status update note you are not able to modify this email address after clicking import if the email is incorrect, you will not get the status email, but the import will complete once the file has been uploaded, a checkmark confirmation message will appear wait a few minutes to get a status update via email import confirmation email once the import status changes, you will receive an email notification this email notification will let you know if the import has been successful there are 3 options file successfully imported import is successful, but there are line errors in that case, please download the csv attached to the email that lists those errors and submit the file again you may leave the error column in the newly uploaded csv please note that if an error is found in one of the rows, none of the information present in that row will be updated import was not successful this issue may be caused by internet connectivity problems or unsupported file formats please verify your internet connection, refresh the page to attempt again, or contact support if the problem persists import csv example this file shows an example of what the import file can look like for one hypothetical vendor in bc365, when you select the vendor, it shows that the new bank account has been added when you open up the bank account, you can see the values match the import potential errors 209,248,345 true left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type