Spire User Manual - Vendors
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      2. Spire User Manual - Vendors

      VENDORS - Import

      Add / Change multiple Vendors at once through the Import utility

       

      • Access - Tools > ImportToolsMenuImport
      • option to open a previously saved import configuration / mapping ImportOpenConfigor continue as follows:
          VendorsImport
      • select the file Source location using the Browse Files… if this is an unsaved Import or Browse Folders… button if this is a previously saved Import, to load the .xlsx or .csv file
      • select from the Import Type list - Vendor
      • map fields (including UDFs):
        • select the field under Import File (ie: ‘Vendor No.’ from Excel)
        • select the corresponding field under Spire Fields (ie: ‘Vendor No.’)
        • click the Match button - matched items will transfer down to lower section, where you can then select the field and Unmatch to re-do
        • continue to ‘Match’ all fields you want to import into Spire
      • option to select a Destination folder to move the successfully imported file to
      • option to select a Failure folder to move the unsuccessfully imported file to
      • determine whether or not your spreadsheet CheckBoxCheckedBlue Has Header Row (see top)
      • click on Save config / Save config as to save the Source, Import Type, Field Mapping, Destination and Failure folders
      • click on Import to finish and review the newly imported records in Spire