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Trim leading and trailing spaces from the entire sheet. If available, we recommend using the Excel add-in Ablebits to do this.
Column header names must follow the exact same naming scheme as provided or the import upload will fail.
Blank rows are considered empty and skipped by the importer.
It is possible to successfully upload 0 rows of information, as long as all required columns are present, the importer will still “succeed”.
Overwrites will be performed on any data that has been changed between exporting/importing.
| Field | Required? | Additional Details | Max Character / Values |
| Order Number | Yes | Looks for an exact number match - if more than one exact match, choose first one, fails if no match found. | |
| Payment Date | Yes | ||
| Payment Type | Yes | Must match an existing Payment Type in your DocketManager system. | |
| Deposit Type | Yes | Looks for an exact name match; if more than one exact match, choose first one fails if no match found - once an exact name match looks for an open deposit with that name, if no open deposit, creates a new one. | |
| Reference Number | No | 30 | |
| Payment Amount | Yes |