The Excel Mapping page is located in Settings .

1. Choose a Mapping Excel Type from the drop-down menu. You can also click on Download Current Mapping to download a mapping template to your device.

2. Click on the SELECT FILE button to upload the modified file to the system.

3. Check this section which contains Logs (information appears after a file uploading and enlists changes applied to the system records). After a file is selected, a log appears showing all the changes applied to the system records.

Common Steps for All Excel Mapping Types:

1. Choose the required option from the Mapping Excel Type drop-down menu.
2. Click on Download Current Mapping button to download an Excel file with the current mapping, e.g. system custom fields that are defined in Settings | System Custom Fields. Their names then appear as column titles in the downloaded Excel file.
3. Save the file on your device.
4. Modify the file and save the changes. Read the details for each mapping type below.
5. Go back to the Excel Mapping page in YayPay and click on Select File.
6. Select the modified file on your device to upload it to the system.
7. After the file is uploaded, click Save to apply the changes.
8. Check the MAPPING IMPORT LOGS section which displays a list of changes and make sure it does not contain any issues.

Please find details and notes for each type of mapping below:

AR Mapping Excel

There are two tabs in the AR Mapping Excel file: Customer Mapping and AR Managers

Note: the AR Mapping Excel can not be used to create new users, only to assign/unassign existing AR Specialists to customers. 

When you make any changes to the file, please note that you should leave only the records that have been edited.

Collection Workflow Mapping Excel

Customer mapping tab: Column E: 0 = no 1 = yes  

Companies mapping excel

This is a deprecated feature that used to map customer companies synced from your ERP system to the same customer/companies maintained in your Salesforce system.

Because this feature is deprecated, you should not use this file any longer. Instead, use the mapping and sync features of the Salesforce connector instead.

Contacts Mapping Excel

Select Contacts mapping from Mapping Excel Type to manage customer contacts.

However, you cannot use this file to: 

• Delete any contacts, i.e. you can only add new ones.
• Modify the contact’s email (column C). 
  If you modify the email, the import will add a new contact in YayPay with the modified e-mail address.

Additionally, for the Email column (column C), the following applies:

• If you add an email address to the Email column and it does not exist in YayPay, a new contact will be created using this email address.
• If an email address already exists in YayPay before the import, the first contact in YayPay with a matching email address will be updated with the imported one.

You can use these values in the following columns:

• Role (column H):

• Is Billing Contact (column I):
  The possible values are 0 indicating that the contact is not a billing contact or 1 indicating that the contact is a billing contact.

Credit Mapping Excel

Select Credit mapping from Mapping Excel Type to Manage Credit Limit inside YayPay.

The Credit Mapping Excel file contains the following columns:

Customer ID

Shows unique ID of a customer.

Customer name

Shows name of a customer.

Credit limit

Shows credit limits.

Credit limits can be updated through Excel mapping but not through ERP or CSV integration in YayPay.

Credit risk

Shows information on credit risk which is categorized into three levels: High, Medium, and Low.

ERP ID

Shows ID of a customer in the ERP system.

DUNS number

Shows the DUNS number.

The DUNS number is initially obtained from the ERP system and you can manually update it in YayPay using this excel mapping file. To ensure that changes made via excel mapping are saved and not removed during the next sync, you can enable the Use YayPay as the system of record for DUNS numbers check box in Settings | Business.

Other columns

The remaining columns display the credit provider IDs and rates for each credit provider:

• D&B PAYDEX – from 0 to 100.
• Creditsafe ID
• Creditsafe Rate – from 0 to 100.
• Experian ID
• Experian Rate – from 0 to 100.
• Year Started – from 1900 to the current year.
• Coface ID
• Coface Rate from 0 to 10.

Sales Mapping Excel

Select Sales mapping from Mapping Excel Type to assign a Sales Specialist and/or Customer Success Specialist to your customers in YayPay. This is similar to the assignment done on the Statement page.

The Sales Mapping Excel file has two tabs:

• Customer Mapping

  

• Sales Managers

  

To assign or manage Sales or Customer Success Specialists:

1. Go to the Sales Managers tab.

2.  Specify your Sales Specialist and/or Customer Success user in YayPay, including their unique email addresses and the appropriate role. Role names must be written in upper case, i.e. SALES or CUSTOMER_SUCCESS.

3. Go to the Customer Mapping tab.

4. Assign Sales or Customer Success Specialists to your customers by pasting their email address into the Sales/CS Email column, use one column for Sales Specialist and another one for the Customer Success Specialist.
   The email address must match to the one defined in the Sales/CS Email column on the Sales Managers tab.

   For example, to assign John Lewis as a Sales Specialist and Kevin Smith as a Customer Success Specialist for Bosco LLC, enter their email address into the Sales/CS Email columns in any order.
   
   

   However, the same email address can only be used once in either columns, i.e. a person cannot be linked as both a Sales and Customer Success Specialist at the same time.

5. Save the changes and continue by following the steps described in the Common Steps for All Excel Mapping Types section.

Notes Mapping Excel

Select Notes mapping from Mapping Excel Type to upload customer or invoice level notes to YayPay. 

To upload customer or invoice level notes:

1. Download the mapping file.

2. Fill in the following fields as needed:

   • Type – Invoice or Customer (for invoice or customer level notes).

   • ERP ID – Invoice ERP ID for invoice level notes or Customer ERP ID for customer level notes.

   • Text – Note's details.

   • Date – Note's creation date in the yyyy-mm-dd or mm/dd/yyyy format.

3. Save the changes and continue by following the steps described in the Common Steps for All Excel Mapping Types section.

Date Format in Excel Mapping

Make sure you enter the date in the correct format when modifying the mapping files: YayPay is using ISO_8601 standard: yyyy-mm-dd

System Custom Fields Mapping Excel

Using the System custom fields mapping option, you can easily map and update/delete system custom fields for individual customers and/or invoices.

There are two sheets in the downloaded SystemCustomFieldsMapping.xlsx file: Customer Mapping and Invoice Mapping. These sheets contain system custom fields that are defined in Settings | System Custom Fields. Although the names of these system custom fields appear as column titles in the downloaded Excel file, their values are empty.