Exporting AR Invoice Data using ServiceTrade Accounting Connector

Important Note: The ServiceTrade Accounting Connector (STAC) requires a Premium or Enterprise ServiceTrade Subscription and is a paid add-on. Please contact your ServiceTrade Salesperson or your Account Manager if you want to learn more about STAC.

This article will walk you through the process of exporting a .txt file containing the ServiceTrade AR Invoices.

Before Exporting Service Trade Invoices

• Invoice Status must be ‘OK’
• Invoice “Start Date” and Invoice “End Date” are based on the invoice Created Date

Exporting ServiceTrade AR Invoices

1. Log into ServiceTrade Accounting Connector
2. Select “AR Invoice Import w/ Reverse Output”  
3. Select Invoice Start and End Date
   
4. Click Apply Connection
5. Recipe will produce 3 files [reversal, st-updater,ar-invoice-import]
   • Save the Download Exports in a secure location
     

Note: Date/Time stamp Format “import- yyyymmdd-HHmmss.txt” for easy tracking on data import