Once you have created your spreadsheet and the required lines have been captured, you should then select the region to import. This region MUST include the column headers and all the data rows that you require importing in to Pastel.
Once you have Selected the required data and column headers press the [Import Journal] 
button to display the import screen.
The data grid will display the data that you have selected to import and place the values in to the correct columns for importing. You should check to make sure that the data in the grid has been loaded correctly before continuing.
Location of your Pastel application: Enter or select the location of your Pastel application file, this is required to ensure that the correct batch format is imported in to Pastel. The system will retain the last directory captured.
Select Pastel data to upload journal to: Enter or select the location of the Pastel data that you wish to import the journal to. The system will retain the last directory captured.
Use Entry-Type No: Once you have entered a valued Pastel data directory the system will populate the entry type list. Select the entry-type that you wish to import the transactions in to.
Create Journal in User ID Batches: Select the User ID that you wish to transfer the import batches to.
If dates are missing then post as: If you have not included dates in your upload format then the system will use the specified date as the transaction date.
Once you have made the required settings press the [Create Batch] button to start the process. The import procedure will first validate the data that you are uploading, if an invalid accounts, cost codes, contra accounts have been specified then an error message will be displayed and the import process will be aborted.
Once the import has been completed successfully a screen similar to the one shown below will be displayed:
You can then proceed to Pastel and select the relevant batch file the Process|Journals or Cash Book menu selection, select the correct entry type, validate, print and post the import.
Create as import file: If you wish to just create an external file that can be imported in to Pastel at a later stage then use this button. You will be given the chance to select an output filename, before the creation of the file.