Importing data

Invoices are imported from Autopay in three ways. All of them put the result in the Invoice List.

Action	Where	What it does
Perform Import	Setup page, Process	Runs the full import using the date range and settings on the setup page.
Import Data	Invoice List, Process	Runs a standard import. Existing data is overwritten only when the invoice has no Processing ID.
Import Data (Custom)	Invoice List, Process	Opens the Import Data Custom page for a one-off import of a specific range.

Import Data Custom

Use it to re-process or fill gaps outside the automatic schedule.

Field	What it is for
Invoice Selection Fields	Which invoice fields drive the selection. Same options as on the setup page.
From	Start date and time of the import window.
To	End date and time of the import window.

The From value and the selection fields default to the last import settings. Import runs the import for the range. Existing data is overwritten only when the related invoice has no Processing ID.

The import window

On the setup page, Last Import From Date shows where the most recent successful import started, and Last Import To Date is the end of the last period and the start of the next. Import Adjustment (Seconds) starts the retrieval that many seconds before the end of the previous period, to avoid missing late transactions.