Skip to main content

Importing with Templates

Introduction​

Despite the power and utility of the Invoice Gateway, some dealerships may prefer a simple templated upload. Using the template is straight forward and requires almost no setup. Some DMSs allow renaming of fields, so it's possible that your DMS will allow an export that comes out on a schedule that fits the invoice template perfectly. Follow the steps on this page to see if this works for you, too.

Steps to Uploading​

1. Choose Format​

Your DMSs parts invoices can be uploaded using the Parts Invoice Model in a csv or json format:

  1. The CSV upload is limited to the head of the invoice, meaning only top level attributes can be uploaded.
  2. The JSON upload is not limited in any way. Every attribute of the invoice or it's invoice items can be uploaded cleanly.

2. Create internal mapping​

If your DMS allows renaming of fields on the parts invoice report, then this setup is rather simple. You would just rename the fields to match the corresponding field within the template. (ie, INVOID becomes invoice_id, PONUM becomes order_number, and so on)

If your DMS does not allow renaming of fields on the parts invoice report, then you will need to rename them after exporting the file. This requires more manual effort for every parts invoice file that is loaded, but will work all the same. DealerClear offers assistance on building Invoice Gateways, so we would recommend contacting us directly to go that route if this paragraph describes your situation.

3. Upload to DealerClear​

Once your file is formatted to match the template, you will follow these simple steps to upload the file.

  1. Click Upload File button
  2. Select the file enumeration:
    • TEMPLATE_PARTS_INVOICES for CSV upload
    • TEMPLATE_PARTS_INVOICES_JSON for JSON upload
  3. Click Browse Files button
  4. Find and select the file you created