Import Vendor Data

Import Vendor Data

  1. Go to Settings > Data Import
  2. Click on Vendor from the list of modules
  3. Click Download Template
  4. The spreadsheet columns are the following and pertains to the fields in Nexgen
    • VendorNumber (only will show when Auto Number is off) - Vendor Number
    • IsActive - Active Checkbox
    • ContactFirstName - Contact First Name
    • ContactLastName - Contact Last Name
    • Comments - Comments
    • Address1 - Address 1
    • Address 2 - Address 2
    • County - County
    • Zip - Zip
    • Phone1 - Phone 1
    • Phone2 - Phone 2
    • Fax - Fax
    • Email - Email
    • City - City
    • State - State
    • Country - Country
  5. Go back to Data Import tool in Nexgen
  6. Click on Vendor
  7. Click Upload Data
  8. If the data on the screen looks like the way you want it, then click Import Data
  9. If any errors, then click on Download Error Data to Excel
  10. Fix the issues on the spreadsheet and re-import the file
  11. Check in Vendor module to make sure the Vendor(s) imported are showing in the module

    • Related Articles

    • Import Contractor Data

      Go to Settings > Data Import Click on Vendor from the list of modules Click Download Template The spreadsheet columns are the following and pertains to the fields in Nexgen VendorNumber (only will show when Auto Number is off) - Contractor Number ...

    • Import Customer Data

      Go to Settings > Data Import Click on Customer from the list of modules Click Download Template The spreadsheet columns are the following and pertains to the fields in Nexgen CustomerNumber (only will show when Auto Number is off) - Customer Number ...

    • Import Equipment Data

      Go to Settings > Data Import Click on Equipment from the list of modules Click Download Template The spreadsheet columns are the following and pertains to the fields in Nexgen EquipmentNumber (only will show when Auto Number is off) - Equipment ...

    • Import Employee Data

      Go to Settings > Data Import Click on Employee from the list of modules Click Download Template The spreadsheet columns are the following and pertains to the fields in Nexgen EmployeeNumber (only will show when Auto Number is off) - Employee Number ...

    • Import Asset Inventory Data

      Go to Settings > Data Import Click on Asset Inventory from the list of modules Select a Class or Subclass (Note: whichever class or subclass you choose will be the only one available in the class dropdown of the spreadsheet) Click Download Template ...