Import Data into Vendor Master

An ‘Update Vendor from Import” program is found in 3/17/8.  This allows you to update/change nearly any user accessible field via a CSV spreadsheet.

The format of the .csv report is:   Vendor account #, field of choice, X

The first row of the file must contain headers (columns 1 and 3 can have anything in them), however column 2 MUST be a valid vendor file internal field name.  Go to 3/17/8, and then press the TAB key for a list of valid field names to use in the import report.  

Column 1, starting with row 2, are the vendor numbers (use numbers, not names)

Column 2, starting with row 2, contain the actual information that will be imported.

Column 3, starting with row 2, each row MUST be a populated with an `X' as a placeholder to ensure the proper column usage.  Any column after the 3^rd column will be ignored

Below is an example of what the .csv report would look like if all the vendors listed will have their Vendor Type changed to, for example, an A (for Advertising).  The vendors with no changes could be deleted from the report or they could be left in too, just be sure the information in Column 2 is correct……for example you were updating all of your vendors with new/updated Vendor Types, some vendors may have the A, whereas others may have a R (Retailer), a P (Plumber), etc.

NOTE:  to get a listing of your vendor numbers, export the Vendor Master file and the ‘massage’ the columns/rows to fit the columns/rows needed to import data back into the Vendor Master.

Save the report with a .csv extension.  They using sub-task 8, enter the name of the saved file…..the selected field will be updated when the program finishes the process.