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.
• Click the SELECT FILE button to browse to the import file or drag and drop the file into the area to the right of the button.
  • Click VIEW LAYOUT/FORMAT to display the expected file layout.
• Click the Submit button to import the vendor file. 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.