The import function is an automatic way of creating a new vendor. It allows you to import a new vendor from external sources. The basic import process involves four steps. Just ensure the following requisites before importing the vendors.

• You should have .csv file containing vendor information.
• Remove apostrophe from the .csv file if there is any.
• Close the .csv file and related spreadsheets before importing.
• The .csv file should contain header information.

For importing vendors, first of all open the import window by:

• Go to Purchasing > Vendors.
• Find the Import icon on the toolbar and click it to open the import window.

Here starts the import procedure which consists of following four steps.

1. Browse and specify the location of .csv file at which it exists in your system. Check the option of Header as the .csv file contains the header information. Select the Delimiter and Format from the drop-down lists. Click Next to proceed, otherwise press Cancel to exit. 2. Map the custom files with the header rows of .csv file. The fields of vendor name and vendor code are marked with asterisk and therefore necessary to map. To use saved mapping, check the option of Use Saved Mapping and select it from the drop- down list. If you want to save the current mapping, check the option of Save as Custom Mapping and give it a title. 3. The third step is for the users who want to enable the duplicate merging. Firstly, check the option of Duplicate Merging and then select the option of either Manual Merging or Auto Merging. Next, select the match fields to find the duplicate records. Click Import Now button. 4. In this step you will see the import results. it will also show you the number of records successfully imported and number of records skipped due to missing fields. From here you can perform the following four operations.

• Finished: Finish the import process.
• Import more: Import more vendor records
• Last imported: View the latest imported record
• Undo last import: Cancel the latest imported record