[PA] Bulk Upload Manual

This manual explains how to issue electronic documents in Panama by uploading a file with the Brinta bulk template. It covers the steps in the dashboard, the general rules that apply to every row, and links to one guide per document type.

Supported document types

Document	`Invoice Document Type`	`Invoice Type`	Guide
Invoice (Factura)	`invoice`	`debit`	Invoice
Credit note	`credit note`	`credit`	Credit and debit notes
Debit note	`debit note`	`debit`	Credit and debit notes

1. Steps to upload a file

Go to Invoicing → Outgoing → Bulk Uploads. In the left menu, expand Invoicing, then Outgoing, and click Bulk Uploads.
Click "Create Invoice". A window opens to choose the creation method.
Select "Bulk Upload". Choose the option on the left (cloud icon with an arrow).
Select the adapter. In Select adapter, choose the Panama adapter of the company that issues the documents and click Next.
Upload the file. Upload the completed template. You can follow the result of each document in the upload detail.

2. Template

Request the Panama template from your Account Executive (AE) and fill it in following the format of each column.

The template has two tabs:

Template: the columns to fill in. Orange headers are mandatory.
Reference: a short description of each column.

❗️
Clean the template before uploading
The Template tab comes with an example row, sample values and a color legend. Delete all of it before you add your own rows, so the file only contains your documents.

3. Rules for every row

Topic	Rule	Example
Header names	Keep the column headers exactly as in the template. Do not rename, translate or merge them.	`Legal Name`
Fixed values	Always lowercase.	`invoice`, `credit note`, `business`
Dates	`yyyy-mm-dd`. Format the cell as text so Excel does not change it.	`2026-03-31`
Amounts	Numeric cells, two decimals, dot as decimal separator, no thousands separator.	`36979.49`
Rates	Decimal, not a percentage. Type the number; do not use a dropdown in the cell.	`0.07` for 7%
RUC	RUC with its verification digit (DV) at the end, with no dash between them. Keep the dashes inside the RUC.	`155739787-2-202350`
Country	ISO 3166-1 alpha-2 code.	`PA`, `US`, `GB`
State	ISO 3166-2 code. See the table below.	`PA-8`
City	City name, not the province.	`Ciudad de Panamá`
Currency	ISO 4217 code.	`USD`
Issuer	The issuer value given to you during onboarding.

Panama province codes

Province	Code	Province	Code
Bocas del Toro	`PA-1`	Los Santos	`PA-7`
Coclé	`PA-2`	Panamá	`PA-8`
Colón	`PA-3`	Veraguas	`PA-9`
Chiriquí	`PA-4`	Panamá Oeste	`PA-10`
Darién	`PA-5`	Emberá	`PA-EM`
Herrera	`PA-6`	Guna Yala	`PA-KY`
		Ngäbe-Buglé	`PA-NB`

For buyers abroad, use the ISO 3166-2 code of their state or province (for example US-NY, GB-LND).

4. Common errors

Error	Cause	How to fix it
Wrong RUC	RUC without its DV, or with a dash before the DV.	Add the DV at the end with no dash: `155739787-2-202350`.
Foreign buyer rejected	`RUC` used for a buyer outside Panama.	Use `tax_id` and the buyer's tax ID in their country.
Country not in ISO format	`Panama` or `Panamá` instead of `PA`.	Use the 2-letter code.
State not in ISO format	`Ciudad de Panamá` instead of `PA-8`.	Use the province code.
Wrong city for a foreign buyer	The province was entered instead of the city.	Enter the city name.
VAT rate not recognized	The cell has a dropdown, is text, or the rate is `7`.	Numeric cell with the decimal rate: `0.07`.
Wrong date	Date in `dd/mm/yyyy` or `mm/dd/yyyy`.	Use `yyyy-mm-dd`.
Wrong amount	`1.000,75` instead of `1000.75`.	Dot for decimals, no thousands separator.
Value not accepted for a fixed field	`Invoice`, `Credit Note`, `Business` with capital letters.	Use lowercase.

5. Checking the result

Go to Invoicing → Outgoing → Bulk Uploads and open the upload with the eye icon.
Download the report. The last columns show the error message for each failed row.
Fix only the failed rows and upload them again in a new file.

For questions about this process, contact the Brinta team.