Importing Vendors

The Master Data Import Worksheet
Video 10/24
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Watch "the details", if you need detailed knowledge about a specific topic. These videos are only relevant for particular users. The Details This video includes functionality from the app "Master Data Information" which is available at Microsoft AppSource. Click to visit AppSource. Master Data Information

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Presenter: Jesper Nielsen, Head of Onboarding

How to import vendors from the master data import worksheet?

Now, I want to import my vendors.

So I must find somewhere to do that.

This is what happens in the video

So I go to the master data import worksheet.

Go to new and I say import data.

Here have to select the correct template and the template would be vendor and I have to find my Excel sheet where I have the data with all the vendors, and that would be that one.

Now, I have to choose what Excel sheet it is, and that will be the import template and I’ll say okay.

So now I have all the vendors I must import and I can see my template is vendor.

I can see I will create them and in the accept action message can I see a checkmark which means that all the lines with the checkmark will be imported, and that’s regarding what’s in filter.

So we go to new message and we say carry out actions.

I see update existing Master data although I know there is none and we carry out and I can see that I have import success on almost all lines and that means that all data on the line are now on the vendor, but I have some trouble on the first line.

You can see that the name and name two is gone, which means that the vendor is actually created but there are some missing data.

So let’s see what we can find, currently code DM.

Oh that’s too old.

Haven’t been that in Germany for ages.

So that should be Euro instead.

So I say carry out action message again, update existing master data and that means that my currency Euro now will come on the vendor and let’s see import success, all things are imported.

So here’s some vendors, the ones we’ve just imported.

Yeah, that’s nice.