Import AR Data
Upload CSV exports from Sage Intacct
Upload CSV File
Drop your CSV file here
or click to browse
Expected CSV Format
Your CSV should include these columns:
| Entity | Xcelerate, Teamzap, etc. |
| CustomerID | Unique customer ID |
| CustomerName | Company name |
| ContactEmail | AP contact email |
| ContactName | AP contact name |
| InvoiceNumber | e.g., FZINV-0001 |
| InvoiceDate | YYYY-MM-DD or MM/DD/YYYY |
| DueDate | YYYY-MM-DD or MM/DD/YYYY |
| Amount | Invoice total |
| AmountPaid | Amount already paid |
| Balance | Remaining balance |
| Description | Invoice description |
Intacct Export Tip
From Sage Intacct: Go to Accounts Receivable → Reports → AR Aging, select the entity,
and export to CSV. Make sure column headers match the format above, or rename them before importing.