Import sales codes and stabilise billing reference data
Objective. Create a controlled sales-code reference set so that budgets, invoices, accounting exports and analyses consistently use the correct descriptions, accounts and VAT rules.
What you will learn
- Prepare a clean import file with unique, stable sales codes.
- Map descriptions, revenue accounts, VAT and billing behaviour correctly.
- Validate imported reference data before it is used in operational records.
Recommended workflow
- Inventory existing codes and decide which values must be retained, replaced or marked as no longer used.
- Prepare and validate the import columns, encoding, separators and mandatory values.
- Run the import on a controlled scope and review created, updated and rejected rows.
- Test the codes in a budget and a draft invoice, then verify the resulting accounting allocation.
Checks before continuing
- Codes are unique and retain the same meaning over time.
- Revenue accounts and VAT rules match the accounting specification.
- Historical codes are made inactive rather than deleted when they are already referenced.