Summary

The Vendor Import window is used to add new vendor records to the database through a user-configurable import file.

Step by Step

1     Open the Vendor Import window (AP> Utilities> Vendor Import).

2     Import the vendor file.

• The Configuration drop-down menu is used to select the import configuration you would like to use.
  • A vendor-specific import configuration can be created before importing vendors. Import configurations are created and maintained on the Import Configuration Maintenance window (SS> Maintenance> Import Configuration).
    • When creating a vendor import file, Vendor Number, Vendor Status, Mailing ZIP Code, and Temp Vendor values must be specified.
  • The Standard Springbrook configuration will be selected by default.
• The File Name field is used to select the path of the vendor file you would like to import into Springbrook. Enter a path or click the File Name field label to locate the file by browsing through the file structure on your network.
  • Click the Display Report Layout icon to view the expected format of the import file.
• Press ENTER or click the Confirm icon to import the file immediately or enter a date and time in the field next to the Confirm icon to schedule the import to process at a later time. You can view the progress of the import on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
• NOTE: The Vendor Import tool will only allow users to import new vendor records. If your import file includes updates to existing vendor records, the import will fail and the resulting error message will alert you to which records need to be removed from the file.