CSV Import of Unapplied Customer Payment.

1. Create a CSV Import file with the following headers:
   • External ID (Any alphabet, numeric, or alphanumeric which is unique per customer payment record)
   • Customer
   • Date
   • Posting Period
   • Payment Amount
   • Payment Method
   • Check #
2. Navigate toSetup>Import/Export>ImportCSVRecords
   • Import Type = Transactions
   • Record Type = Customer Payment
3. Click Next
   • Data Handling = Add
4. Click Next
5. Map the following fields:
   • External ID <> ExternalId
   • Customer <> Customer (Req)
   • Date <> Date (Req)
   • Posting Period <> Posting Period
   • Payment Amount <> Payment Amount
   • Payment Method <> Payment Method
   • Check # <> Check #
   • Click Next
   • Click Save & Run

This is just a sample CSV Import file. Others which could be found on theMainFieldsuch asMemo,Department,Location,Class, etc. can also be specified should users wish to populate values for these fields.