Setup Path: Setup > Imports > Vendor Imports
Import Path: Records > Vendors > New > Import
Vendors can be imported to SGA from a list when a large number of new vendors needs to be added.
Name: The name that will be displayed as the name of the import.
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General
Connector type: See import connections for help with setting up a connection to a file to import.
Connection string: See import connections for help with setting up a connection to a file to import.
Reference columns by: See import connections.
Use schema: In certain situations, the import setup may require a way to name the individual items being imported and/or the type of information (text, decimal, etc.) contained in each column.
Command text: When the Connection string is defined, the Commend text will be defaulted to select all items from the external file. The Command text can be modified when there are situations that require the information from the file to be manipulated in some way in order to obtain certain results. An example of this would be when multiple columns from the external file need to be combined into one item to be used as a transaction comment. Another example would be if the information from the external file needs to be sorted or subtotaled in order to create a batch with fewer, or more meaningful, transactions. For additional information on this feature, please contact SGA support.
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Setup
Primary Address ID: Enter the name of the default address ID to be assigned to the imported addresses.
Vendor Type: Select the default type to be assigned to the imported addresses.
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Columns
From Column: Add lines for each external column you wish to import. "From Column" is the column name or number on the external file; see “Reference columns by” above.
To Column: Click on the drop down arrow to select the SGA item that matches what is listed in the From Column. The available columns are:
Column Name | Required | Comments |
Name | Yes | The vendor name entered in the format used to search and sort in the vendor browse. |
Payment Name | No | Name to be used on the check if different from the vendor name. |
Status | No | Status to be used for the vendor. If not specified, the vendor will be added with an active status. |
Vendor Type | No | Type of vendor. If not specified, the default Type from the Setup tab will be used. |
Vendor Account | No | The number that identifies your organization to the outside vendor. This number can be included on payments to help ensure the monies are applied to the proper account. |
Address ID | No | The name of the address ID to be assigned to the imported addresses. If not specified, the default ID from the Setup tab will be used. |
Contact | No | Contact information for the imported vendor. |
Address 1 | No | First address line. |
Address 2 | No | Second address line. |
City | No | City |
State | No | 2 digit state code |
Zip | No | Zip code. Allows for up to 15 characters |
Phone 1 | No | Primary phone number |
Phone 2 | No | Secondary phone number |
Fax | No | Fax number |
No | Email address | |
Dft Account | No | Default expense account for invoice entry |
1099 Code | No | Default 1099 code for invoice entry |
W9 | No | Code to indicate if the W9 form is on file |
Federal ID | No | Federal ID for 1099 reporting |
1099 Name Override | No | Name to be used on the 1099 form if different from the vendor name |
Separate Payment Per Invoice | No | If specified, each invoice will generate a uniquecheck number upon making payment |
Account Type | No | For EFT payments, specify the bank account type of C = Checking or S = Savings |
Bank Routing Nbr | No | For EFT payments, specify the bank route number |
Bank Account Nbr | No | For EFT payments, specify the bank account number |
Send Email Notification | No | For EFT payments, specify if the remittance information is to be emailed to the vendor following the payment processing |
Dft Due Date Days | No | If specified, the payment terms to be defaulted to the vendor invoices. Enter the number of days to calculate the due date starting with the invoice date. |
Additional Custom Items | No | If custom information items exist on the Vendor maintenance screen, the items will also be available for mapping to the external file for importing. |
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