{"id":462,"date":"2019-04-16T18:02:49","date_gmt":"2019-04-16T18:02:49","guid":{"rendered":"https:\/\/stoneedge.com\/kb\/?post_type=ht_kb&p=462"},"modified":"2019-06-19T15:01:41","modified_gmt":"2019-06-19T15:01:41","slug":"import-supplier-information-from-a-text-file-or-database","status":"publish","type":"ht_kb","link":"https:\/\/stoneedge.com\/kb\/articles\/import-supplier-information-from-a-text-file-or-database\/","title":{"rendered":"Import Supplier Information from a Text File or Database"},"content":{"rendered":" \t\t
\r\n \t\t\t \t\t\t \t\t\t\t

\r\n \t\t\t\t\tWhen importing data from a text file, if the data contains commas, the file should be saved as a tab-delimited file, not a csv, or you will encounter errors. \t\t\t\t<\/p>\r\n \t\t\t \t\t\t\r\n \t\t<\/div>\r\n \t\t\n \t\t

\r\n \t\t\t \t\t\t \t\t\t\t

\r\n \t\t\t\t\tQuotes should not be present in text files, regardless of whether it is a csv or tab-delimited file, or you will encounter errors. \t\t\t\t<\/p>\r\n \t\t\t \t\t\t\r\n \t\t<\/div>\r\n \t\t\n

    \n
  1. Go to\u00a0Main Menu > Manage My Inventory ><\/i>\u00a0\u00a0Import My Suppliers<\/i><\/strong>.<\/li>\n
  2. Type in the path to the text file or database that contains the data to be imported, or click the\u00a0Folder\u00a0<\/strong>to navigate to the location of the file. If a database is used, the table containing the data must also be selected.<\/li>\n
  3. 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\u00a0them to the appropriate\u00a0SEOM<\/span>\u00a0fields automatically. Manually map any fields the program is not able to distinguish later in this process.<\/li>\n
  4. Click\u00a0Next\u00a0<\/strong>to proceed to the\u00a0Import Options<\/strong>\u00a0tab.<\/li>\n
  5. Change the default settings of the\u00a0Field Delimiter<\/strong>\u00a0field and\u00a0First Row Contains<\/strong> Field Names<\/strong>\u00a0check box as needed to match your input file.<\/li>\n
  6. Choose the mode the import process should follow by selecting or clearing the Create New Suppliers<\/strong> or Modify Existing Suppliers<\/strong> check boxes. Data from the input file is checked against Supplier\u00a0ID and Supplier Name values in existing Supplier records.<\/li>\n
  7. Click\u00a0Next\u00a0<\/strong>to proceed to the\u00a0Supplier Fields\u00a0tab and map those fields, as needed.<\/li>\n
  8. If custom supplier fields are defined, click\u00a0Next\u00a0<\/strong>to proceed to the first page of the\u00a0Custom Fields<\/strong>\u00a0tab which contains custom Text and Integer supplier fields. Map those fields to fields in the input file, as needed.<\/li>\n
  9. Click\u00a0Next\u00a0<\/strong>to proceed to the second page of the\u00a0Custom Fields<\/strong>\u00a0tab, which contains custom Currency and Date supplier fields.<\/li>\n
  10. Click\u00a0Next<\/strong>\u00a0to proceed to the\u00a0Finish and Import<\/strong>\u00a0tab.<\/li>\n
  11. Select the Backup Before Importing<\/strong> check box to make a backup copy of the program tables affected by this process. Click Restore from Backup<\/strong> on the Select File to Import<\/strong> tab if it is necessary to roll-back the changes. For example, if you discover that a field was mapped incorrectly, restore the backup, correct the field mappings and repeat the import process.<\/li>\n
  12. Optional: Click\u00a0Test Data<\/strong>\u00a0and the program checks for limited data errors.<\/li>\n
  13. Select\u00a0Begin Import<\/strong>\u00a0to start the process.<\/li>\n
  14. If a backup copy was requested, respond\u00a0OK\u00a0<\/strong>to the confirmation message.<\/li>\n
  15. The program provides a summary of the outcome of the import process that includes a count of any new records added and existing records edited.<\/li>\n
  16. Click OK<\/strong>.<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

    Go to\u00a0Main Menu > Manage My Inventory >\u00a0\u00a0Import My Suppliers. Type in the path to the text file or database that contains the data to be imported, or click the\u00a0Folder\u00a0to navigate to the location of the file. If a database is used, the table containing the data must also be…<\/p>\n","protected":false},"author":2,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":[],"ht-kb-category":[20],"ht-kb-tag":[],"yoast_head":"\nImport Supplier Information from a Text File or Database<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/stoneedge.com\/kb\/articles\/import-supplier-information-from-a-text-file-or-database\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Import Supplier Information from a Text File or Database\" \/>\n<meta property=\"og:description\" content=\"Go to\u00a0Main Menu > Manage My Inventory >\u00a0\u00a0Import My Suppliers. Type in the path to the text file or database that contains the data to be imported, or click the\u00a0Folder\u00a0to navigate to the location of the file. 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