{"id":601,"date":"2022-11-16T15:23:39","date_gmt":"2022-11-16T15:23:39","guid":{"rendered":"https:\/\/stoneedge.com\/kb\/?post_type=ht_kb&#038;p=601"},"modified":"2022-11-16T21:43:15","modified_gmt":"2022-11-16T21:43:15","slug":"import-my-suppliers","status":"publish","type":"ht_kb","link":"https:\/\/stoneedge.com\/kb\/articles\/import-my-suppliers\/","title":{"rendered":"Import My Suppliers"},"content":{"rendered":"<h2>Overview<\/h2>\n<ul>\n<li class=\"BulletedList\">Several types of data can be imported through the\u00a0<i>Import Data<\/i>\u00a0<a id=\"HotSpot18790\"><\/a>screen, such as Product (Inventory), Customer, or Supplier records. Product cost and price information can be imported via this screen as well.<\/li>\n<li class=\"BulletedList\">Data can be imported from:\n<ul>\n<li>A tab or comma-delimited text file<\/li>\n<li>A table in a Microsoft Access database<\/li>\n<li>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.<\/li>\n<\/ul>\n<\/li>\n<li class=\"BulletedList\">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.<\/li>\n<li class=\"BulletedList\">Quotes should not be present in text files, regardless of whether it is a csv or tab-delimited file, or you will encounter errors.<\/li>\n<li class=\"BulletedList\">To access this screen go to one of the following areas:<\/li>\n<\/ul>\n<p><em><strong>Main Menu &gt; Manage My Inventory &gt; Import My Inventory &#8211; File<\/strong><\/em><\/p>\n<p><em><strong>Main Menu &gt; Manage My Inventory &gt; Import Cost, Price &amp; Weight<\/strong><\/em><\/p>\n<p><em><strong>Main Menu &gt; Manage My Inventory &gt; Import My Suppliers<\/strong><\/em><\/p>\n<p><em><strong>Main Menu &gt; Manage My Customers &gt; Import My Customers &#8211; File<\/strong><\/em><\/p>\n<ul>\n<li class=\"BulletedList\">The user is lead through the steps to import the various types of data by a series of screens.<\/li>\n<li class=\"BulletedList\">Depending on the type of data being imported, fields on the screens change. Refer to the specific\u00a0<i>Knowledge Base<\/i>\u00a0topic for the type of data being imported for more details.<\/li>\n<li class=\"BulletedList\">This topic discusses the process of importing supplier information.<\/li>\n<\/ul>\n<h2>Description of the Screens<\/h2>\n<h3>Select File to Import Tab<\/h3>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-2825\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/My-Supplier-Import.png\" alt=\"\" width=\"942\" height=\"617\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/My-Supplier-Import.png 942w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/My-Supplier-Import-300x196.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/My-Supplier-Import-768x503.png 768w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/My-Supplier-Import-50x33.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/My-Supplier-Import-60x39.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/My-Supplier-Import-100x65.png 100w\" sizes=\"(max-width: 942px) 100vw, 942px\" \/><\/p>\n<div>\n<p>&nbsp;<\/p>\n<\/div>\n<h4>Import Radio Button<\/h4>\n<ul>\n<li class=\"BulletedList\">the\u00a0<strong>Suppliers\u00a0<\/strong>radio button is selected by default<\/li>\n<\/ul>\n<h4>File to import from (.mdb or text file) Field<\/h4>\n<ul>\n<li class=\"BulletedList\">enter the path to the file containing the product information<\/li>\n<li class=\"BulletedList\">the program displays up to 50 fields in the file and the first 100 records at the bottom of the screen<\/li>\n<\/ul>\n<h4>Folder Button<\/h4>\n<ul>\n<li class=\"BulletedList\">select this button to navigate to the location of the file containing the product information<\/li>\n<\/ul>\n<h4>Restore from Backup Button<\/h4>\n<ul>\n<li class=\"BulletedList\">select this button to restore from a previous backup, if one was created at the last step of the process<\/li>\n<\/ul>\n<h4>Start Over Button<\/h4>\n<ul>\n<li class=\"BulletedList\">returns to the\u00a0<strong>Select File to Import<\/strong>\u00a0tab<\/li>\n<\/ul>\n<h4>Next Button<\/h4>\n<ul>\n<li class=\"BulletedList\">select this button when ready to proceed to the\u00a0<strong>Import Options<\/strong>\u00a0tab<\/li>\n<\/ul>\n<h3>Import Options Tab<\/h3>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-2823\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/My-Supplier-Import-Options.png\" alt=\"\" width=\"942\" height=\"614\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/My-Supplier-Import-Options.png 942w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/My-Supplier-Import-Options-300x196.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/My-Supplier-Import-Options-768x501.png 768w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/My-Supplier-Import-Options-50x33.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/My-Supplier-Import-Options-60x39.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/My-Supplier-Import-Options-100x65.png 100w\" sizes=\"(max-width: 942px) 100vw, 942px\" \/><\/p>\n<div>\n<p>&nbsp;<\/p>\n<p><i>Import Data screen: Import Options tab for importing Cost, Price, &amp; Weight information<\/i><\/p>\n<\/div>\n<h4>Field Delimiter Radio Buttons<\/h4>\n<h5>Comma Radio Button<\/h5>\n<ul>\n<li class=\"BulletedList\">select this button if the fields in the input file are separated by commas<\/li>\n<\/ul>\n<h5>Tab Radio Button<\/h5>\n<ul>\n<li class=\"BulletedList\">select this button if the fields in the input file are separated by a tab<\/li>\n<\/ul>\n<h5>Other Field<\/h5>\n<ul>\n<li class=\"BulletedList\">enter the character used to separate the fields in the input file<\/li>\n<\/ul>\n<h4>First Row Contains Field Names Check Box<\/h4>\n<ul>\n<li class=\"BulletedList\">select this box if the first row in the input file contains a header record with field names<\/li>\n<\/ul>\n<h4>Create New Suppliers Check Box<\/h4>\n<ul>\n<li class=\"BulletedList\">select or clear this box to determine if new Supplier records are created during the import process<\/li>\n<\/ul>\n<h4>Modify Existing Suppliers Check Box<\/h4>\n<ul>\n<li class=\"BulletedList\">select or clear this box to determine if existing Supplier records are updated during the import process<\/li>\n<\/ul>\n<h4>Data in Text File or Database Table<\/h4>\n<ul>\n<li class=\"BulletedList\">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)<\/li>\n<\/ul>\n<h4>Start Over Button<\/h4>\n<ul>\n<li class=\"BulletedList\">returns to the\u00a0Select File to Import\u00a0tab<\/li>\n<\/ul>\n<h4>Back Button<\/h4>\n<ul>\n<li class=\"BulletedList\">returns to the previous tab<\/li>\n<\/ul>\n<h4>Next Button<\/h4>\n<ul>\n<li class=\"BulletedList\">select this button when ready to proceed to the\u00a0<strong>Cost, Price &amp; Weight<\/strong>\u00a0tab<\/li>\n<\/ul>\n<h3>Supplier Fields Tab<br \/>\n<img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-2824\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/My-Supplier-Import-Supplier-Fields.png\" alt=\"\" width=\"942\" height=\"612\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/My-Supplier-Import-Supplier-Fields.png 942w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/My-Supplier-Import-Supplier-Fields-300x195.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/My-Supplier-Import-Supplier-Fields-768x499.png 768w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/My-Supplier-Import-Supplier-Fields-50x32.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/My-Supplier-Import-Supplier-Fields-60x39.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/My-Supplier-Import-Supplier-Fields-100x65.png 100w\" sizes=\"(max-width: 942px) 100vw, 942px\" \/><\/h3>\n<ul>\n<li class=\"BulletedList\">Map the fields in the input file to the corresponding <span style=\"font-size: small;\">OMS\u00a0<\/span>fields:<\/li>\n<\/ul>\n<table class=\"AlternateBlueColorGrid\" width=\"54.914%\" cellspacing=\"0\">\n<colgroup>\n<col \/>\n<col \/>\n<col \/><\/colgroup>\n<tbody>\n<tr class=\"t1Row\">\n<td>Supplier ID<\/td>\n<td>Address 1<\/td>\n<td>Main Contact<\/td>\n<\/tr>\n<tr class=\"t2Row\">\n<td>Supplier Name<\/td>\n<td>Address 2<\/td>\n<td>Main Contact Phone<\/td>\n<\/tr>\n<tr class=\"t1Row\">\n<td>Email<\/td>\n<td>City<\/td>\n<td><\/td>\n<\/tr>\n<tr class=\"t2Row\">\n<td>Phone 1<\/td>\n<td>State<\/td>\n<td><\/td>\n<\/tr>\n<tr class=\"t1Row\">\n<td>Fax<\/td>\n<td>Zip<\/td>\n<td><\/td>\n<\/tr>\n<tr class=\"t2Row\">\n<td>Toll Free Phone<\/td>\n<td>Country<\/td>\n<td><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h4>Data in Text File or Database Table<\/h4>\n<ul>\n<li class=\"BulletedList\">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)<\/li>\n<\/ul>\n<h4>Start Over Button<\/h4>\n<ul>\n<li class=\"BulletedList\">returns to the\u00a0<strong>Select File<\/strong> to Import\u00a0tab<\/li>\n<\/ul>\n<h4>Back Button<\/h4>\n<ul>\n<li class=\"BulletedList\">returns to the previous tab<\/li>\n<\/ul>\n<h4>Next Button<\/h4>\n<ul>\n<li class=\"BulletedList\">select this button when ready to proceed to the second page of the\u00a0<strong>Finish and Import\u00a0<\/strong>tab<\/li>\n<\/ul>\n<h3>Finish and Import Tab<\/h3>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-2822\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/My-Supplier-Import-Finish_Import.png\" alt=\"\" width=\"938\" height=\"615\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/My-Supplier-Import-Finish_Import.png 938w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/My-Supplier-Import-Finish_Import-300x197.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/My-Supplier-Import-Finish_Import-768x504.png 768w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/My-Supplier-Import-Finish_Import-50x33.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/My-Supplier-Import-Finish_Import-60x39.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/My-Supplier-Import-Finish_Import-100x66.png 100w\" sizes=\"(max-width: 938px) 100vw, 938px\" \/><\/p>\n<div>\n<p>&nbsp;<\/p>\n<\/div>\n<h4>Backup Before Importing Check Box<\/h4>\n<ul>\n<li class=\"BulletedList\">select this box to make a backup copy of the affected tables before the import is started<\/li>\n<\/ul>\n<h4>Test Data Button<\/h4>\n<ul>\n<li class=\"BulletedList\">select this button to have the program check for errors before starting the import process<\/li>\n<\/ul>\n<h4>Begin Import Button<\/h4>\n<ul>\n<li class=\"BulletedList\">select this button to start the import process<\/li>\n<\/ul>\n<h4>Start Over Button<\/h4>\n<ul>\n<li class=\"BulletedList\">returns to the\u00a0<strong>Select File to Import<\/strong>\u00a0tab<\/li>\n<\/ul>\n<h4>Back Button<\/h4>\n<ul>\n<li class=\"BulletedList\">returns to the previous tab<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Overview Several types of data can be imported through the\u00a0Import Data\u00a0screen, 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&#8230;<\/p>\n","protected":false},"author":2,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":[],"ht-kb-category":[72],"ht-kb-tag":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.8.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Import My Suppliers - Stone Edge Order Manager<\/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-my-suppliers\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Import My Suppliers - Stone Edge Order Manager\" \/>\n<meta property=\"og:description\" content=\"Overview Several types of data can be imported through the\u00a0Import Data\u00a0screen, such as Product (Inventory), Customer, or Supplier records. 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