Pliant offers customers a simple way to export transaction data for seamless integration into Procountor. This is done through a file-based export system, where the file format depends on the type of data being exported.
Key Features of Pliant Export
File Types
The type of file generated during export depends on whether the transactions include receipts:
Transactions without receipts → Exported as a
.CSVfile.Transactions with receipts → Exported as a
.ZIParchive, containing multiple files.
Export Format Options
Customers have the flexibility to choose between two different export formats based on their accounting preferences:
CSV (Merged) – This is the default option, providing a consolidated view of all transactions.
CSV – A simpler alternative where each transaction has its own header row.
Detailed Breakdown of Export Components:
1. CSV (Merged) Export Format
This format is designed for ease of accounting and provides a well-structured .ZIP archive containing:
A
.CSVfile that consolidates all transactional data:It includes a single header row listing all relevant data fields.
Each transaction is recorded as a separate row under the header.
A
.ZIParchive with individual receipt files, where:Each receipt corresponds to a specific transaction.
A
.PDFfile that combines all receipts into one document:Useful for an overview or quick review of all receipts in a single file.
2. CSV Export Format
This format also generates a .ZIP archive, but with a different file structure:
A
.CSVfile containing all transaction data, where:Unlike the merged format, each transaction has its own header row followed by its corresponding data.
A
.ZIParchive with individual receipt files, where:Each transaction’s receipt is saved as a separate file for individual access.
Steps to import into Procountor:
Following the successful export from Pliant, the same needs to be uploaded to Procounter.
Go to Menu panel > Management, select 'Import invoices' from the 'Import/data type' dropdown.
Upload the
.CSVor.ZIPfile from Pliant and click 'Continue'.Preview the details and click 'Save' to import.