Importing Credit Notes into Wafeq

English Template (1).pngWhen managing a company with a large number of credit notes, manually entering each one can be time-consuming and inefficient, especially during the initial system setup or when migrating data from another system.

That’s why Wafeq offers a credit note import feature, allowing you to upload all credit note data at once from an Excel or CSV file, eliminating the need to enter each credit note individually.

This guide will walk you through the process step by step, showing you how to import credit notes into your Wafeq account.

 

 

How to Import Credit Notes into Your Account

Click on "Sales" from the main menu, click "Credit Notes", then click the "Import" button at the top of the page.

 

1.png

 

To ensure a smooth and error-free import, you should follow Wafeq’s import template and fill in all the data accordingly, so Click "Download a Template" in either Excel or CSV format, depending on your preference.

 
2.png

 

The template is downloaded automatically, and you can either fill in the data directly or adjust your existing file to match the format, structure, and required fields of the template.

 

Note that there are some instructional rows designed to guide you on the type of data to enter. Review them carefully, follow the notes provided, and make sure to delete these rows before importing.

 

3.png

 

 

Once your file is ready and you've clicked the Import button, click to upload or drag the file into the designated area, then click Next.

 
4.png

 

To match your file data with the fields in Wafeq:

  • The left column: "Column name in Wafeq" which shows the fields available in Wafeq. To enable importing a specific field, click the button next to it.
  • The right column: "Column name in your file" which displays the column headers from your Excel or CSV file. From each dropdown, select the column that matches the corresponding Wafeq field. Each Wafeq field will be mapped to its matching column in your file.

 

4.png

 

Once the mapping is complete, the imported data will appear on the right side of the screen.
Review the entries, make any necessary edits, then click “Save” to finalize the import.

 
Mandatory fields must be enabled and imported, while optional fields can be selected based on what you need to include.

 

If certain optional fields apply to only some of your credit notes, it's recommended to enable them. The system will recognize and import these fields where available, while leaving them blank for other credit notes and this will not affect the accuracy of your data.

 

Make sure the data in your file matches the exact format used in the system.
To ensure successful import, you need to follow Wafeq’s field structure and naming conventions precisely.

 

The imported invoices will appear in your credit notes list immediately after saving. You can click on any credit note to view or edit it, just like credit notes that were added manually through the system.

 

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.