Importing/Exporting Vendors

Format of the data

This import allows you to import multiple vendors. This document also describes the format for how data is exported. During export, addresses will be found by looking for address types in the following order:

  1. Main Office
  2. Shipping
  3. Remit
  4. Billing
  5. Home

To create multiple addresses for a vendor during the import, create another line with the same vendor name using an unique address name and address type combination.

All fields will be one of the following types:

CSV Fields Used to Import Vendors

Column Name Type Description
Name Text
(41 chars)
The name of the vendor to be created. If it already exists, this line will attempt to create a new address. This must be the first column.
Required
AddressName Text
(90 chars)
The name of the address to be created. Each address to be created must have a unique name.
AddressName required to create multiple addresses.
AddressContact Text
(41 chars)
This is the attention/contact/firstline of the address
Required if contact information is added.
AddressType Numeric The Vendor must first have a Main Office (50) address before other address types can be created. Valid options are:
10 - Ship To
20 - Bill To
30 - Remit To
40 - Home
50 - Main Office
Required to create multiple addresses.
IsDefault Text Specifies this address as a default address of its type.
Valid entries are "true" and "false".
Address Text
(90 chars)
The address.
City Text
(30 chars)
The city.
State Text
(30 chars)
The state name or code. The state must already exist in your Fishbowl database.
Zip Text
(10 chars)
The zip code.
Country Text
(64 chars)
The country name or code.
Main Text
(64 chars)
The Main contact information.
Home Text
(64 chars)
The Home contact information.
Work Text
(64 chars)
The Work contact information.
Mobile Text
(64 chars)
The Mobile (or Cell) contact information.
Fax Text
(64 chars)
The Fax contact information.
Email Text
(64 chars)
The Email contact information.
Pager Text
(64 chars)
The Pager contact information.
Web Text
(64 chars)
The Web contact information.
Other Text
(64 chars)
The Other contact information.
CurrencyName Text
(255 chars)
The default currency of the vendor. Only used if currency conversion is turned on.
CurrencyRate Numeric The currency rate of the vendor. Only used if currency conversion is turned on. Value of zero will use the default rate on the currency.
DefaultTerms Text
(30 chars)
The default terms for the vendor.
DefaultCarrier Text The default carrier for the vendor.
DefaultShippingTerms Text The default shipping terms for the vendor.
Status Text The status of the vendor. Valid options are: "Normal", "Preferred", "Hold PO", "Hold Receipt", "Hold All"
AccountNumber Text Your account number with the vendor.
Active Text Specifies if the vendor is active. Valid entries are "true" and "false".
MinOrderAmount Numeric The minimum dollar amount that must be on a Purchase Order for the order to be issued.
AlertNotes Text
(90 chars)
This is displayed when the vendor is selected on the Purchase Order.
URL Text
(256 chars)
The URL for this vendor.
DefaultCarrier Text The default carrier for this vendor.
CF- Text
(30 chars)
The vendor's custom field value. The name of this column is CF- followed by the name of the custom field. There is a custom field column for each of the vendor's custom fields.

Creating a CSV file

In order to import your data, it is easiest to first export it to a comma separated values (CSV) file. All major spreadsheet programs can export data in this format. If you do not know how to export your data to a CSV file, please refer to the documentation of your spreadsheet program.

When exporting to CSV format, make sure to verify the following: