The article outlines the steps to Import new vendors in bulk.
The import tool has a 'basic' & 'Full' template export option.
TABLE OF CONTENTS
- Download/ Save the export template
- Capture colour data into basic or full import template
- Import the completed basic or full import template
FOLLOW STEPS BELOW:
Download/ Save the export template
1. Navigate to Sync Admin -> Vendors
2. Click on Import for csv files OR click the down arrow for Excel files
3. Click 'Save template to export & save the 'basic' template
4. OR click the down arrow to export & save the 'Full' template
5. Specify file location & name for saving
6. Click yes to open now
Capture vendor data into basic or full import template
7. Capture data is per required & optional columns
8. Save the file as Excel or CSV
Basic
| FIELD | REQUIRED | DEFAULT VALUE | NOTES | CAN UPDATE INCORRECT VALUES IN IMPORTER |
| Co Name | Yes | Yes | ||
| Currency | Yes | Must match existing Currency OR use Lookup fucntion to add new | Yes | |
| Terms | Yes | Must match existing Term OR use Lookup fucntion to add new | Yes | |
| Vendor type | Yes | Must match existing Vendor Type OR use Lookup fucntion to add new | Yes |
Full
| FIELD | REQUIRED | DEFAULT VALUE | NOTES | CAN UPDATE INCORRECT VALUES IN IMPORTER |
| Accounting Number | No | Yes | ||
| Active | No | True | Will use default if not populated | Yes |
| Agent | No | False | Will use default if not populated | Yes |
| Calendar | No | Yes | ||
| Colour Type | No | Yes | ||
| CK No | No | Yes | ||
| Co Name | Yes | Will use default if not populated | Yes | |
| Contact | No | Yes | ||
| Country | Yes | Must match existing Country OR use Lookup fucntion to add new | Yes | |
| Currency | Yes | Must match existing Currency OR use Lookup fucntion to add new | Yes | |
| Default workign Days | No | Yes | ||
| Delivery Address Details | No | COuntry & Wareouse must match existing Sync Country or warehouse OR use 'Lookups' function to add new values. | Yes | |
| Postal Address Details | No | Yes | ||
| No | Must be a valid email address format | Yes | ||
| Local | No | True | Is local or not (True/ False) | Yes |
| Phone | No | Yes | ||
| Production | No | Production Date (yyyy/MM/dd or yyyy-MM-dd) | Yes | |
| Production user | No | Must match an existing Sync user. user maust be created before importing the file | Yes | |
| Route | No | Yes | ||
| Terms | Yes | Must match existing Term OR use 'Lookups' fucntion to add new | Yes | |
| Vatable | No | Is vatable or not (True/ False) | Yes | |
| Vat No | No | Yes | ||
| Vendor Type | Yes | Must match existing Vendor Type OR use Lookup fucntion to add new | Yes | |
| Wensite | No | Yes |
Import the completed basic or full import template
9. Navigate to Sync Admin -> Vendors
10. Click on Import for csv files OR click the down arrow for Excel files
11. Click 'Browse' to select the import file
12. Specify mapping for any column not correctly mapped
13. Specify a default value to use if cell is not populated
14. Click 'Validate Data'
15. View Import data or any errors
16. Correct errors in the importer or on original file (if on original file you must reload & map)
17. Choose to 'Halt on Error' or not
18. Click 'Import'
Halt on error will cause the entire import to fail at the first error. ie valid lines will not import.
NB. For a quick tutorial watch below
