In this article, we will cover how you can upload updated information into Chaser via the Chase Import feature.
For instructions on how to upload data into Chaser, please refer to this help article: Chase Import - Uploading into Chaser
When updating information in Chaser, you should:
- Initially upload a full historical export of your data from your accounting / ERP system.
- For subsequent upload should you only upload only updated information since your last import.
When uploading updated data in Chaser, Chaser will look for data that is already in Chaser (ie. an invoice or contact) and then check for updates on this particular piece of data (ie. whether an invoice has been paid). If the particular piece of information (ie. invoice) isn’t included in the upload, then the information will remain the same as the previous upload.
We have included two examples below on how Chaser will process your data:
For example, if on 10th January you upload a list of invoices which includes invoice INV-001 which has invoice identifier 01234356. When you upload the invoice, the AmountDue value is £1000.00 and the AmountPaid value is £0.00.
Then on 11th January, if you then upload an updated list of invoices, including invoice INV-001 (with identifier 01234356), but this time the AmountDue value is £600.00 and the AmountPaid value is £400.00. In this scenario, Chaser will recognise that INV-001 is already in the system and will identify that the amount due and amount paid has changed and this will be reflected in the software.
Alternatively, if on 11th January, you upload an updated list of invoices but this list does not include invoice INV-001 (with identifier 01234356). Then Chaser will not update INV–001 and all the data for that particular invoice will remain the same.
For example, if on 10th January you upload a list of customers which includes the contact; Cricket Coaching Camps Limited which has contact identifier C_1. When you upload the contact, the email address value is email@example.com and you have uploaded no Tags.
Then on 11th January, if you then upload an updated list of customers, including the contact; Cricket Coaching Camps Limited (with identifier C_1), but this time the email address is firstname.lastname@example.org and you upload two tags; Good Payer and Direct Debit. In this scenario, Chaser will recognise that Cricket Coaching Camps Limited is already in the system and will identify that the email address has changed and two tags have been added and this will be reflected in the software.
Alternatively, if on 11th January, you upload an updated list of customers but this list does not include invoice Cricket Coaching Camps Limited (with identifier C_1). Then Chaser will not update Cricket Coaching Camps Limited and all the data for that particular contact will remain the same.
Need additional support?
For any more questions on ChaseImport, please get in touch on email@example.com or message us on live chat, we would be happy to help.