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Settings > Dockets > Vendors > Import tab
The table below outlines each column included in the template file available at the bottom of the page. Additional Details are provided as well as Max Character/Values. Some fields are required for a successful import, these fields are color coded as follows:
Required Fields
| Blue Highlight | Required |
| Green Highlight | If one field is filled in then you must fill in the entire green section to avoid issues later on. |
| Pink Highlight | If one field is filled in then you must fill in the entire pink section to avoid issues later on. |
| No Highlight | Not Required |
| Field | Additional Details | Max Characters /Values |
| Id | Leave Blank. This field is generated when you export data from your site so you can make revisions and reimport without creating duplicate entries. | |
| Name | Name of the Vendor | 120 |
| Phone Number | 50 | |
| Fax Number | 50 | |
| Email Address | 100 | |
| Website | 120 | |
| Tags | Multiple tags in column to be separated by ; no space. Example: Rush;Delivery | 200 |
| Billing Location ID | Leave Blank. This field is generated when you export data from your site so you can make revisions and reimport without creating duplicate entries. | |
| Billing Name | If not unique to a location use Vendor Name. | 255 |
| Billing Address | Street Address | 500 |
| Billing City | City name | 50 |
| Billing Region | Must match existing Region abbreviation in Settings > Customer > Locations > Region. | 255 |
| Billing Country | Must match existing Country in Settings > Customer > Locations > Country. | 255 |
| Billing Zip/Postal | 20 | |
| Shipping Location ID | Leave Blank. This field is generated when you export data from your site so you can make revisions and reimport without creating duplicate entries. | |
| Shipping Name | If not unique to a location use Vendor Name. | 255 |
| Shipping Address | Street Address | 500 |
| Shipping City | City name | 50 |
| Shipping Region | Must match existing Region abbreviation in Settings > Customer > Locations > Region. | 255 |
| Shipping Country | Must match existing Country in Settings > Customer > Locations > Country. | 255 |
| Shipping Zip/Postal | 20 | |
| Markup Scale - Qty 1 - 10 | This is the quantity up to that the next field markup will match up to. If using on scale you can enter 1. | Max value is 9999.99 2 decimal max |
| Markup Scale - % 1 - 10 | Markup percentage specific to the up to quantity in the field above. Do not include % symbol. | Max value is 9999.99 2 decimal max |
Formatting Guidelines
Column header names must follow the exact same naming scheme as provided or the import upload will fail.
Blank rows are considered empty and skipped by the importer.
It is possible to successfully upload 0 rows of information, as long as all required columns are present, the importer will still “succeed”.
Overwrites will be performed on any data that has been changed between exporting/importing.