How to import payment links
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Payment links can be imported using a CSV file. You can upload a basic file containing only fields related to the link or use a file
containing all payment link and customer headers to create a complete customer, both are accepted.
Updating some existing customer data is possible when uploading payment links, read below for more information.
On the payment links overview use the button or,
use the global button
and select Import to start importing a file.
Check "Allow overwrite of customer data when importing" to allow the update of existing customers.
The following customer fields can be updated:
- address
- mobile
- language
Headers of the CSV file
Required:
| Field | Description |
|---|---|
| amount | The amount of the payment link |
| msg | The message/title of the payment link |
| ref | The reference/remittance of the payment link |
A name or reference to an existing customer also is required:
| Field | Description |
|---|---|
| firstname | The first name of the customer |
| lastname | The last name of the customer |
| customerNumber | The customer number, can be used to reference to an existing customer |
| The email, can be used to reference to an existing customer |
The header debtor can be used instead of first and lastname, the value of this
field is used in this order 'firstname lastname' as name for the customer.
Optional:
| Field | Description |
|---|---|
| l | Language, used for the invitation of the payment link. |
| Accepted values: en, nl, fr, nl_nl (Netherlands), fr_fr (France), de, it, es, pt | |
| When the language is not passed, the invitation is sent in the language configured on your company. | |
| The language needs to be enabled on the selected profile to send invitations in that language, otherwise English is used by default. | |
| ct | Profile id, to use a specific profile for the payment link |
| mobile | |
| Phone number, if the customer already exist with a mobile number the value is ignored. | |
| Number in international format is preferred (+31, +32, +33,..). | |
| expiry | Expiration date of the payment link (yyyy-mm-dd) |
| companyName | Company name |
| coc | CoC number: The Chamber Of Commerce number of the customer or VAT-number (format: BE0123456789), if the invoiced entity is a person, and thus not a company, this field should be left blank. |
| address | Street and number of the address |
| city | City of the customer |
| zip | Postal code |
| country | Country ISO format (2 characters) for example BE, NL, FR |