Vendor Import Tab

Make the following menu selections to display this tab:

eFinancials—Data Transfer—Vendor Import or ePO—Data Transfer—Import Vendors

Use this tab to import vendor data into the accounts payable system.

ClosedTo Import Vendor Data

Prerequisite

A BCL (batch command language) file must be stored on your system prior to import. For a successful import, the file you created in another piece of software should match the format used in this software.

  1. At Step 1, select a file.
  2. Select the Browse button. Your operating system navigation window displays.
  3. Navigate to and select the following file type: VENDOR.BCL.
  4. Select the Load Import File button. The system uploads the file to the server, and updates the tab for step 2.
  5. At Step 2, import the file.
  6. Click Import Now.

ClosedImport Errors Report

If the import is not successful, a report detailing errors displays in a PDF format and no records are imported. Use the print capabilities of PDF to print the report. The error report lists the tag/name of the field in the import file that is in error, the value of the field, and the action that needs to be completed to correct the problem. The report can include any of the following errors:

Vendor ID cannot be blank.

Vendor Name cannot be blank.

See Also

Data Transfer File Formats Introduction

Vendor Import and Export File Format

Import Error Messages

Vendors Overview