Northstar - Importing data into Northstar

Modified on Thu, 01 Jun 2023 at 11:05 AM

In the Export Tab in Beanworks, select the invoices you want to export or export all as Data. Once the export completes a csv file will download in your browser. If you cannot locate the file please check your Downloads folder.

Open Northstar, on the home page you'll find an option called "Import SCM". When you click on this option the following area will open:

Click on "Browse" and locate the file produced from Beanworks on your computer. Finally press "import file", the orange writing above will update to say "Parsing completed with X Invoices and X Errors".

Important note: You should never open the CSV file generated from Beanworks using Excel and save it. This will change the formatting of the data and potentially cause issues.

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