Import My Suppliers

Overview

• Several types of data can be imported through the Import Data screen, such as Product (Inventory), Customer, or Supplier records. Product cost and price information can be imported via this screen as well.
• Data can be imported from:
  • A tab or comma-delimited text file
  • A table in a Microsoft Access database
  • Any other format (e.g. an Excel spreadsheet or FoxPro table) that can link to an Access database. For information on linking data in external tables to Access, please see MS Access documentation.
• When importing data from a text file, if the data contains commas, the file should be saved as a tab-delimited file, not a csv.
• Quotes should not be present in text files, regardless of whether it is a csv or tab-delimited file, or you will encounter errors.
• To access this screen go to one of the following areas:

Main Menu > Manage My Inventory > Import My Inventory – File

Main Menu > Manage My Inventory > Import Cost, Price & Weight

Main Menu > Manage My Inventory > Import My Suppliers

Main Menu > Manage My Customers > Import My Customers – File

• The user is lead through the steps to import the various types of data by a series of screens.
• Depending on the type of data being imported, fields on the screens change. Refer to the specific Knowledge Base topic for the type of data being imported for more details.
• This topic discusses the process of importing supplier information.

Description of the Screens

Select File to Import Tab

Import Radio Button

• the Suppliers radio button is selected by default

File to import from (.mdb or text file) Field

• enter the path to the file containing the product information
• the program displays up to 50 fields in the file and the first 100 records at the bottom of the screen

Folder Button

• select this button to navigate to the location of the file containing the product information

Restore from Backup Button

• select this button to restore from a previous backup, if one was created at the last step of the process

Start Over Button

• returns to the Select File to Import tab

Next Button

• select this button when ready to proceed to the Import Options tab

Import Options Tab

Field Delimiter Radio Buttons

Comma Radio Button

• select this button if the fields in the input file are separated by commas

Tab Radio Button

• select this button if the fields in the input file are separated by a tab

Other Field

• enter the character used to separate the fields in the input file

First Row Contains Field Names Check Box

• select this box if the first row in the input file contains a header record with field names

Create New Suppliers Check Box

• select or clear this box to determine if new Supplier records are created during the import process

Modify Existing Suppliers Check Box

• select or clear this box to determine if existing Supplier records are updated during the import process

Data in Text File or Database Table

• this section of the screen displays up to fifty fields and the first one hundred records of data in the input file (not labeled as such)

Start Over Button

• returns to the Select File to Import tab

Back Button

• returns to the previous tab

Next Button

• select this button when ready to proceed to the Cost, Price & Weight tab

Supplier Fields Tab

• Map the fields in the input file to the corresponding OMS fields:

Supplier ID	Address 1	Main Contact
Supplier Name	Address 2	Main Contact Phone
Email	City
Phone 1	State
Fax	Zip
Toll Free Phone	Country

Data in Text File or Database Table

• this section of the screen displays up to fifty fields and the first one hundred records of data in the input file (not labeled as such)

Start Over Button

• returns to the Select File to Import tab

Back Button

• returns to the previous tab

Next Button

• select this button when ready to proceed to the second page of the Finish and Import tab

Finish and Import Tab

Backup Before Importing Check Box

• select this box to make a backup copy of the affected tables before the import is started

Test Data Button

• select this button to have the program check for errors before starting the import process

Begin Import Button

• select this button to start the import process

Start Over Button

• returns to the Select File to Import tab

Back Button

• returns to the previous tab