Example of a Text File for Importing Credit Card Charges
You import charges from credit card statements into Vantagepoint from a text (.txt) file or a comma-separated values (.csv) file.
This example shows the settings that you could enter on the Import tab in
and the contents of the text file that must match the settings.Settings that You Selected on the Import Tab of the Credit Cards Settings Form
Field on the Tab | Entry |
---|---|
Field Delimiter | # |
Text Qualifier | ' |
Decimal Symbol | . |
Date Handling Order | MDY |
Date Handling Delimiter | / |
Leading Zeros | Enabled |
Four Digit Years | Enabled |
Fields that You Selected to Include in the Text File and their Order
In the Import Detail grid on the Import tab of the Credit Card settings form, you select the fields to import. You also use the up and down arrows in the grid toolbar to move the fields in the grid to establish the order in which you want them in the text file.
Include Check Box | Field Name |
---|---|
Selected | Cardholder Name |
Selected | Date |
Selected | Merchant Description |
Selected | Amount |
Selected | Transaction ID |
Contents of the Text (Import) File that Match the Settings You Entered on the Import Tab
One credit card charge is defined in each row in the text file:
Cheryl Jones#3/30/2014#Staples#75.00#8165447
William Apple#4/15/2014#YellowCab#35.00#8432111
William Apple#4/17/2014#Hyatt Regency NYC#795.00#9125473
Patricia Picard#4/23/2014#Jakes#200.00#8421544
James Bartlett#4/24/2014#McMennemins#150.00#2184621
Patricia Picard#4/24/2014#Delta#435.00#9542844
James Bartlett#4/25/2014#Marriott#450.00#7584177
James Bartlett#4/25/2014#Enterprise Rentals#325.00#6485422