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Import Vendors with Excel

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The procedure for importing a vendor list is exactly the same as for importing a customer list. Click 'Data Maintenance' in the menu bar and then 'Manage Vendors' button to open the Vendor Management screen.

 

Click the 'Import Vendors' button. A dialog box will open allowing you to select the file you intend to use to import your data.

 

The column titles must first be modified to match the Service Estimator field names as defined below: Your spreadsheet MUST be saved in 97-2003 format. A template named 'Vendor Import Template.xls' has been provided for you and is located in the Service Estimator folder at C:\Service Estimator

 

FIELD NAME: ALL FIELDS ARE REQUIRED WHETHER OR NOT THEY CONTAIN DATA

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VendorName - The vendor's company name.

Address - The street or mailing address.

City - The city or town name.

State - The two-character state abbreviation.

ZipCode - The zip code can be either the main five digits or the full 10 characters (i.e. 45062-0260).

ContactName - The name of the primary contact for this vendor

ContactTitle - The professional title of the contact person

AlternateContact - The vendor's alternate contact Can be left blank

Phone - The vendor's telephone extension

Fax - The vendor's fax number Can be left blank

Email - The vendor contact's email address

Website - Vendors web site address Can be left blank

Account Number - The account number that you have set up with the vendor. Can be left blank