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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 |
| No Highlight | Not Required |
| Column | 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 | Contact Name must be present. | |
| Title | ||
| Security Role | ||
| Username | ||
| Password | ||
| Vendor Number | Must match an existing Vendor Number in your site. Leave blank if you are referencing Vendor Name below. | |
| Vendor Name | Must match an existing Vendor Name in your site. Leave blank if you are referencing Vendor Number above. | |
| Phone Number | ||
| Fax Number | ||
| Email Address | ||
| Is Deleted | Must be TRUE or FALSE. For Active contacts set to FALSE; Inactive contacts set to TRUE |
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.