To import documents or invoices, the system needs to be "told" how to read the import file. In pVault®, the Configuration tab is where to configure "columns" of data present in the CSV file--from index fields on the document or to invoice fields on the invoice, or to both.
The field choices are based on the CSV file layout.
Click here for detailed steps when the Import Type field selection is Document.
Click here for detailed steps when the Import Type field selection is Invoice.
Click here for troubleshooting details.
