Integrations: Upload Files
Overview
The Upload File UI allows you to import your receivables data into Drypowder by uploading CSV files. You can upload four types of files:
- Account files: Contains information about your customer accounts
- Contact files: Contains information about your customer contacts
- Invoice files: Contains information about your invoices
- Adjustment files: Contains information about adjustments to invoices
File Requirements
Before uploading files, please ensure they meet the following requirements:
- Files must be in CSV format
- Maximum file size is 5MB per file
- Only one file per type can be uploaded at a time
- At least one file must be selected for upload
- Column names must be in snake_case format (e.g., account_id, email_address)
Uploading Files
To upload files to Drypowder:
- Navigate to the Receivables Integration page
- Select the "Upload Files" tab
- For each file type you want to upload:
- Click on the file upload area or drag and drop your file
- Select the appropriate CSV file from your computer
- Click the "Upload" button at the bottom of the form
- The system will validate your files and show you the results
File Validation and Review
After uploading your files, the system will validate them and show you a review screen:
- Each file will be displayed with the following information:
- File name
- Total number of lines in the file
- Number of valid rows
- Number of invalid rows
- If there are any invalid rows, they will be displayed in a table showing:
- Row number
- Data in each column
- Validation errors (highlighted in red)
- You can hover over the highlighted errors to see detailed error messages
- You have the following options:
- Remove a file by clicking the trash icon in the top-right corner of the file card
- Cancel the upload process by clicking the "Cancel" button
- Proceed with the upload by clicking the "Upload" button
Troubleshooting
If you encounter issues when uploading files, check the following:
- File format: Ensure your files are in CSV format
- File size: Files must be under 5MB
- Required fields: Make sure all required fields are present in your CSV files
- Data format: Ensure the data in your CSV files matches the expected format
If validation errors are shown:
- Review the highlighted errors in the review screen
- Correct the data in your CSV files
- Upload the corrected files
File Type Details
Account Files
Account files contain information about your customer accounts. These files should include fields such as account ID, account name, and other account-related information.
File Structure
Account files must be in CSV format with the following columns:
| Column Name | Description | Required | Max Length | Notes |
|---|---|---|---|---|
| account_id | Unique identifier for the account | Yes | - | Must be unique |
| account_name | Name of the account | Yes | 100 | |
| account_type | Type of account | No | 50 | |
| tax_id | Tax identification number | No | 50 | |
| address1 | First line of address | No | 100 | |
| address2 | Second line of address | No | 100 | |
| city | City | No | 100 | |
| state | State or province | No | 50 | |
| postal_code | Postal or ZIP code | No | 50 | |
| country | Country | No | 100 |
Example CSV
account_id,account_name,account_type,tax_id,address1,address2,city,state,postal_code,country ACC001,Acme Corporation,Enterprise,123456789,123 Main St,Suite 100,San Francisco,CA,94105,USA ACC002,XYZ Company,SMB,987654321,456 Market St,,New York,NY,10001,USA ACC003,Global Industries,Enterprise,456789123,789 Broadway,,Chicago,IL,60601,USA
Contact Files
Contact files contain information about your customer contacts. These files should include fields such as contact name, email, phone number, and other contact-related information.
File Structure
Contact files must be in CSV format with the following columns:
| Column Name | Description | Required | Max Length | Notes |
|---|---|---|---|---|
| account_id | Unique identifier for the associated account | Yes | - | Must match an existing account |
| email_address | Email address of the contact | Yes | 320 | Must be a valid email format |
| first_name | First name of the contact | No | 100 | |
| last_name | Last name of the contact | No | 100 | |
| phone_number | Phone number of the contact | No | 100 | |
| address1 | First line of address | No | 100 | |
| address2 | Second line of address | No | 100 | |
| city | City | No | 100 | |
| state | State or province | No | 50 | |
| postal_code | Postal or ZIP code | No | 50 | |
| country | Country | No | 100 |
Example CSV
account_id,email_address,first_name,last_name,phone_number,address1,address2,city,state,postal_code,country ACC001,john.doe@acme.com,John,Doe,555-123-4567,123 Main St,Suite 100,San Francisco,CA,94105,USA ACC001,jane.smith@acme.com,Jane,Smith,555-987-6543,123 Main St,Suite 100,San Francisco,CA,94105,USA ACC002,bob.johnson@xyz.com,Bob,Johnson,555-456-7890,456 Market St,,New York,NY,10001,USA
Invoice Files
Invoice files contain information about your invoices. These files should include fields such as invoice number, amount, due date, and other invoice-related information.
File Structure
Invoice files must be in CSV format with the following columns:
| Column Name | Description | Required | Max Length | Notes |
|---|---|---|---|---|
| account_id | Unique identifier for the associated account | Yes | - | Must match an existing account |
| invoice_id | Unique identifier for the invoice | Yes | 100 | Must be unique |
| amount | Total amount of the invoice | Yes | - | Must be a positive number |
| outstanding_amount | Amount still owed on the invoice | Yes | - | Must be >= 0 |
| currency | Currency code | Yes | 4 | e.g., USD, EUR, GBP |
| payment_due_date | Date payment is due | Yes | - | Format: YYYY-MM-DD |
| transaction_date | Date of the transaction | Yes | - | Format: YYYY-MM-DD |
| discount_amount | Discount amount | No | - | Must be a positive number |
| discount_date | Date until discount is valid | No | - | Format: YYYY-MM-DD |
| voucher_id | Voucher identifier | No | 100 | |
| payment_terms | Payment terms | No | 100 | e.g., Net 30 |
| job_id | Job identifier | No | 100 | |
| job_name | Name of the job | No | 100 |
Example CSV
account_id,invoice_id,amount,outstanding_amount,currency,payment_due_date,transaction_date,discount_amount,discount_date,voucher_id,payment_terms,job_id,job_name ACC001,INV001,1000.00,1000.00,USD,2023-12-31,2023-12-01,50.00,2023-12-15,V001,Net 30,J001,Project Alpha ACC001,INV002,500.00,500.00,USD,2023-12-31,2023-12-05,,,V002,Net 30,, ACC002,INV003,750.00,750.00,USD,2024-01-15,2023-12-15,,,,,J002,Project Beta
Adjustment Files
Adjustment files contain information about adjustments to invoices. These files should include fields such as adjustment ID, invoice reference, adjustment amount, and other adjustment-related information.
File Structure
Adjustment files must be in CSV format with the following columns:
| Column Name | Description | Required | Max Length | Notes |
|---|---|---|---|---|
| account_id | Unique identifier for the associated account | Yes | - | Must match an existing account |
| adjustment_id | Unique identifier for the adjustment | Yes | 100 | Must be unique |
| amount | Adjustment amount | Yes | - | Must be a negative number |
| outstanding_amount | Outstanding adjustment amount | Yes | - | Must be <= 0 |
| currency | Currency code | Yes | 4 | e.g., USD, EUR, GBP |
| payment_due_date | Date payment is due | Yes | - | Format: YYYY-MM-DD |
| transaction_date | Date of the transaction | Yes | - | Format: YYYY-MM-DD |
| voucher_id | Voucher identifier | No | 100 | |
| adjustment_invoice_id | Invoice ID this adjustment applies to | No | 100 | |
| job_id | Job identifier | No | 100 | |
| job_name | Name of the job | No | 100 |
Example CSV
account_id,adjustment_id,amount,outstanding_amount,currency,payment_due_date,transaction_date,voucher_id,adjustment_invoice_id,job_id,job_name ACC001,ADJ001,-100.00,-100.00,USD,2023-12-31,2023-12-10,V001,INV001,J001,Project Alpha ACC001,ADJ002,-50.00,-50.00,USD,2023-12-31,2023-12-15,,INV002,, ACC002,ADJ003,-75.00,0.00,USD,2024-01-15,2023-12-20,,INV003,J002,Project Beta
After Upload
Once your files are successfully uploaded:
- The system will process your data
- You will receive a notification when processing is complete
- Your data will be available in the Drypowder system