Importing suppliers

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Importing suppliers

» Available only in Dotypos FULL and higher. «

Dotypos Cloud lets you import or export suppliers. If you have already created supplier records, you can export them to the file and use it for backups or adjustments. If you import this file back via Dotypos Cloud, the records will be automatically updated or newly created. You may import just one .csv file. Before importing the .xls file, you have to save it in .csv format first.
 

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To find out how to import/export see the parent chapter.

 
Each supplier has its own ID number. If you adjust a supplier in the .csv file, the supplier with the same ID number will be adjusted in Dotypos Cloud after it is imported and in the touch cash register after synchronization.

You can find the import and export buttons in the page heading at LISTS » SUPPLIERS.

If you have not created any suppliers yet and you want to batch import them, download the .csv template from Dotypos Cloud and replace the sample data with yours. Then import the file. The sample procedure is described in this chapter.

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Description of import file columns

Supplier import file

externalId

Unique supplier number (choose a random series of numbers, e.g. 101, 102 and so forth). Each supplier number must be unique. Do not reuse a number that had been previously assigned to a now-deleted supplier!

supplierId

Do not fill this column out, but leave it with empty values. It is used to identify record updates internally.

name

Suppliers’ name

vatNo

Supplier's registration number

vatID

Supplier's TIN

address

Street/Address of residence

email

Contact email

phone

Phone number without spaces (420111222333 or 111222333)

zip

ZIP code

city

City

dnids

Number of delivery notes for this supplier

deleted

Number identifying a deleted supplier (1 or 0 - deleted/not deleted). Once a supplier has been deleted, it no longer appears on the cash register. The default value is 0.

Required fields are marked in bold, while all other items (data) are optional.

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