Payt automatically performs an import once a day. During this process, all data related to outstanding items is retrieved from your accounting package. Your accounting system is always the source of truth for data in Payt — including customer contact details, invoice data, and more.
How is the data retrieved from the accounting system?
The import method depends on your accounting package and how it is connected to your Payt environment.
My accounting package is connected to Payt via a direct (API) integration
Payt has direct integrations with several accounting systems, such as Exact Online, Twinfield, and Moneybird. In these cases, Payt retrieves outstanding items from your system whenever an import is triggered.
I provide my accounting data using a CSV or XML file
With other accounting systems, a third-party service is used. This service generates a file containing all outstanding items from your accounting system, which is then uploaded to Payt and imported.
When does the data get imported?
The timing of the import depends on your import settings.
Read more: What can I set up to import data in Payt?
What happens after the data is imported?
If a new invoice is imported, it will be automatically sent and/or reminded. By default, Payt uses a one-hour delay before sending the invoice. Invoices can be sent every half hour, giving you some time to pause or correct the invoice if needed.
Example: When is an invoice sent after import?*
Import at 15.01 -> 1-hour delay -> invoice sent at 16.30
Import at 15.29 -> 1-hour delay -> invoice sent at 16.30
*Note: the exact timing depends on your invoice sending settings.
Read more: How do I set up my invoicing process?
What if a field is empty in the accounting package?
If you leave a field blank in your accounting package that was previously filled in, that value will no longer be sent to Payt. Please note: leaving required fields blank (such as an email address or postal address) will cause a validation error, meaning the invoice will not be imported or updated.
How do I know whether all data has been imported?
Is an invoice still showing as open in Payt even though you expected it to be closed after the import? Then it is likely still open in your accounting package. There may also be other reasons why changes are not visible in Payt.