Order Manager
Version 8
Order Manager
Version 8
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discusses importing customer information from a text file, which can be
either a tab-delimited or comma-delimited text file.
When importing data from a text file and the data contains commas, the file should be saved as a tab-delimited file, not as a .csv file.
Quotes should not be present in text files, regardless of whether it is a csv or tab-delimited file, or you will encounter errors.
Go to Main Menu > Manage My Inventory > Import My Suppliers.
Type in the path to the text file that contains the data to be imported, or select the Folder to navigate to the location of the .txt or .csv text file. It is no longer possible to import data from an MS Access database.
The program displays the records from the input file at the bottom of the screen . If the input file contains headers, the program attempts to map them to the appropriate Monsoon Order Manager fields automatically. You can manually map any fields the program is not able to distinguish later in this process.
Select Next to proceed to the Import Options tab. Change the settings for Field Delimiter and field names to match you text file.
Choose the behavior of the import process by selecting or clearing the Create New Suppliers or Modify Existing Suppliers check boxes. Data from the input file is compared against Supplier ID and Supplier Name values in existing Supplier records.
Select Next to proceed to the Supplier Fields tab and map those fields as needed.
If custom supplier fields are defined, select Next to proceed to the first page of the Custom Fields tab which contains custom Text and Integer supplier fields. Map those fields to fields in the input file, as needed. Select Next to proceed to the second page of the Custom Fields tab, which contains custom Currency and Date supplier fields.
Select Next to proceed to the Finish and Import tab.
Optional: Select Test Data and the program checks for limited data errors.
Select Begin Import to start the process.
The program provides a summary of the results of the import process which includes a count of any new records added and existing records edited.
Select OK to conclude the process.
Created: 6/17/12
Revised: 8/7/15
Published: 08/19/15