Exporting to Pastel

Importing Sales into Pastel

Sales are imported into Pastel as a batch of general journal entries. The entries will credit your Sales and Tax Accounts, and debit your Accounts Receivable account. To export the file, select the SpaGuru icon in the top left corner of your screen. Navigate to Reports, then Export and then select Pastel Sales. The standard report screen appears.

  1. Select the date range to export.
  2. Select the currency of transactions to export.
  3. Enter the Accounts Receivable account number from Pastel. This Accounts Receivable account used here cannot be your standard accounts receivable account, as Pastel then requires all customer accounts to exist. Instead you may want to create an additional Current Asset account in Pastel and name it something like Accounts Receivable SpaGuru.
  4. Enter the Sales account number from Pastel
  5. Enter the Tax account number from Pastel.
  6. Click OK to run the report.
  7. Once the report has run click the Export button and choose CSV.
  8. Save this file to a location you can easily find.

Now that you have exported the data into a Pastel format you can import it from inside Pastel.

  1. Inside Pastel choose to Process Journals, and select the General Journal option.
  2. Click the Batch button and then select Import.
  3. Browse to the file you saved from SpaGuru.
  4. Click Process.

All the sale transactions should be added to your batch. All you need to do now is Update the batch.

Importing Receipts into Pastel

Receipts are imported into Pastel as a batch of cash book entries. Navigate to Reports, then Export and then select Pastel Receipts. The standard report screen appears.

  1. Select the date range to export.
  2. Select the currency of transactions to export.
  3. Enter the Accounts Receivable account number from Pastel. This Accounts Receivable account used here cannot be your standard accounts receivable account, as Pastel then requires all customer accounts to exist. Instead you may want to create an additional Current Asset account in Pastel and name it something like Accounts Receivable SpaGuru.
  4. Enter the Bank account number from Pastel
  5. Click OK to run the report.
  6. Once the report has run click the Export button and choose CSV.
  7. Save this file to a location you can easily find.

Now that you have exported the data into a Pastel format you can import it from inside Pastel.

  1. Inside Pastel open your Cash Book and select the Receipts tab.
  2. Click the Batch button and then select Import.
  3. Browse to the file you saved from SpaGuru.
  4. Click Process.

All the receipt transactions should be added to your batch. All you need to do now is Update the batch.

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