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Customer/Vendor Imports via Transaction Import

Posted on by Microsoft Employee

We have created the CST files but does anyone have an example import record for customers and vendors for SL 2011?

  • Butch Adams Profile Picture
    Butch Adams 4,757 on at
    RE: Customer/Vendor Imports via Transaction Import

    Your data files should follow right in line with your control files. For instance, for the Vendor Maintenance screen your simple .ctl file might look like:

    Vendor,cvendid,cname1,cremitname

    This would represent the three required bits of information in my vendor screen. So my data file just needs to look like:

    Vendor,"999996","Test Vendor4 Main Name","Test Vendor4 Remit Name"

    Vendor,"999997","Test Vendor4 Main Name","Test Vendor4 Remit Name"

    Vendor,"999998","Test Vendor4 Main Name","Test Vendor4 Remit Name"

    Vendor,"999999","Test Vendor4 Main Name","Test Vendor4 Remit Name"

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Customer/Vendor Imports via Transaction Import

    Richard,

    Vendor Maintenance data

    "Vendor,T3000,TRADE,A,Best Sales,01,0,,,Test Vendor,,,123 Test Lane,,Findlay,OH,45840,US,4194240422,4194243400,,Test Vendor,,,123 Test Lane,,Findlay,OH,45840,US,4194240422,4194243400,0,,,0,V,Chicago,,,,,,D,2050,01100AA00001,4030,01100AA00001,1310,01100AA00001,,GI,,,N"

    Customer Maintenance data

    "Customer",KATE1,RETAIL,A,Test Customer,,,02,Customer,123L,retail,A,ALL IN ONE CO,,,,,,N,0,ATTN BOB,DEAR BOB,123 MAIN ST,SUITE100,ANYTOWN,FL,33333,US,(352) 223-2772,(352) 223-2772,BOB@SSA.COM,ALL IN ONE CO,ATTN AP,DEAR CLERK,123 MAIN ST,SUITE 200,ANYTOWN,FL,33333,US,(352) 223-2777,(352) 223-2888,C,,,,,,,,,,,,,,,,0,O,0,0,,,3

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