- Planning and Organizing your Data Preparation through CSV file Imports The key data objects that YayPay uses from your import files to reflect your AR s
- CSV zip file requirements Introduction YayPay allows integration with our platform using CSV files. CSV fil
- CSV zip Files - Validation and Review Assemble, Validate and Test the Import of the CSV files Assemble the 6 CSV files
- Connect YayPay to your FTP Server This article explains how YayPay is configured to connect to your FTP server whic
- Import Invoice PDFs from FTP Server YayPay can connect to your FTP server to import your Invoice PDFs into YayPay. As
- CSV troubleshooting What steps should be taken when an attempt to upload a zip file was failed? 1. Tr
- Bringing over Custom Fields through CSV Files As part of importing your AR data through the 6 CSV files, refer to this Article
- Sync Sales Representatives and Customer Success Managers To correctly sync the salesRepEmail and customerSuccessEmail fields: Do the follo
- Sync CSV Data by Entity ID You can synchronize AR documents between the business and its subsidiaries via th
- Sync Credit Memos from FTP Server You have the ability to upload Credit Memo PDF files on the FTP server and sync t
- Sync Supplemental Documents via FTP/FTPS/SFTP Server You can automate the process of uploading customer level and/or invoice level sup
- CSV Snapshot Mode You can use the Snapshot Mode during the sync process: entities that exist in Yay
- Advanced Sync Rules for Sales/CS/AR Specialists By default, when YayPay is the source for creating and editing Sales and CS user
- Uploading Changed Invoices Only This article describes the purpose of the Upload changed invoices only check box
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