Importing New Records - Customer Credits
Follow the steps for Importing New Records

Field Name Required Type Sample Values Description
Customer_Credit_Id No Key Id Field "123"  
Customer_Id Yes, unless lookup fields are used to identify the customer Identifier "456" Must match an existing customer Id in the system
Customer_Name No, unless Customer_id is not specified Lookup "Smith Family" Must match an existing customer name in the system
Person_Id No, unless "Finance Require Student" is checked Identifier "789" Must match an existing person Id in the system. See Application Setup for more details on "Finance Require Student" checkbox
Person_First_Name No Lookup "John" Must match an existing person first name in the system
Person_Last_Name No Lookup "Doe" Must match an existing person last name in the system
Person_Birthdate No Lookup "1990/01/01" Must match an existing person birthdate in the system
Person_Type No Datasource Data "Student" Must be either "Student" or "Inquiry" 
Credit_Date Yes Date "2024/01/01"  
Entered_Date Yes Date "2024/01/02"  
Credit_Method No Datasource Data "Check" Must match an existing credit type in the system
Credit_Amount Yes Decimal "100.25"  
Credit_Memo No Text "Refund for overpayment"  
Internal_Memo No Text "Reviewed by accounting"  
Debit_Account_Id Yes, unless lookup fields are used to identify the debit account Identifier "123" Must match an existing GL Account Id in the system
Debit_Account_Number No, unless Debit_Account_Id is not specified Lookup "1-00-00-4165-127" Must match an existing GL Account number in the system
Posted_Date No Date "2024/01/03"  
Finalized_Date No Date "2024/01/04"  
Voided_Date No Date "2024/01/05"  
Void_Comment No Text "Duplicate entry"  
Credit_Classification_Id No, unless your school uses classifications Identifier "456" Must match an existing classification id in the system 
Credit_Classification_Name No, unless your school uses classifications and Credit_Classification_Id is not specified Lookup "Overpayment" Must match an existing classification name in the system 
Earn_Date No Date "2024/01/06"  
Ar_Account_Id1 Yes, unless lookup fields are used to identify the Ar account Identifier 89012 Must match an existing GL Account id in the system with an GL Account Category / Account Type of "accounts receivable"
Ar_Account_Number1 No, unless Ar_Account_Number is not specified Lookup "1-00-00-4165-127" Must match an existing GL Account number in the system with type "accounts receivable"
Ar_Account_Amount1 Yes Decimal "100.00" Sum of AR account amounts must match credit amount
Ar_Classification_Id1 No, unless your school uses classifications Identifier 90123 Must match an existing classification id in the system
Ar_Classification_Name1 No, unless your school uses classifications and Ar_Classification_Id is not specified Lookup "Customer Refund" Must match an existing classification name in the system

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    School Name *
    Relation to School *
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