PURCHASE ORDERS - Import

How to Import Purchase Orders

Access - Tools > Import
option to open a previously saved import configuration / mapping or continue as follows:

select the .xlsx or .csv file Source location using Browse Files… if this is a new Import or Browse Folders… if this is a previously saved Import
accept or change Date Format if applicable
select from the Import Type list - Purchase Order
map fields (including UDFs):
- select the field under Import File - ie: ‘Vendor No.’
- select the corresponding field under Spire Fields (ie: ‘Vendor Number’)
  - note the ‘Group By’ field which is used to group lines on the spreadsheet to an individual order
- click the Match button - matched items will transfer down to lower section, where you can then select the field and Unmatch if desired
- continue to Match all fields you want to import into Spire
- option to select a Destination folder to move the successful imported file to
- option to select a Failure folder to move the unsuccessfully imported file to
- determine if your spreadsheet Has Header Row
- click on Save config / Save config as to save the Source, Import Type, Field Mapping, Destination and Failure folders into the current user’s documents folder
- click on Import to finish and review the newly imported records in Spire