English (US) Nederlands

Articles in this section

See more

Admin > General settings > Import data

Avatar
Bram
  • Updated

All import processes available for this environment are shown in this overview. Each line represents an import process. Multiple import processes can be defined for different administrations or master data. This table is managed by your VendorLink consultant.

Choosing an import process

Click the appropiate import process to begin your data import.

importdata-eng.png

 

Step 1 - Current data

After you have selected an import process, you will enter the first step of the data import process. This step consists of two tabs; New data upload and Data Upload Backlog. In the backlog you can see a detailed history of all upload attempts.

Under 'New Data Upload' you can see the current number of records, and a minimum and maximum date that relate to the current Spend data in your VendorLink environment.

Click on 'Next' to continue with the data import.

 

Step 2 - Uploading your data

In this step you upload the file containing all your data. This file must be an .xlsx, .csv or .txt file. We appreciate it when this file is packed in a .zip file, but this is not necessary.

You will also see a template here, which you can use as a basis for your own data. In most cases, templates are custom made for each customer / environment. 

For standardized import processes you can view the file requirements for each import process below.

  1. Click on the 'Upload' button, and select the .xlsx, .csv, .txt or .zip file that contains the data you want to upload. After the upload, the name of the file will be shown immediately right above the 'Upload' button.
    importknop.png
    All data in de uploaded file will be imported into the VendorLink instance.
  2. Click 'Next'.


Step 3 - Time frame of your new data

  1. Enter a start date in the 'Start date' field. This is the very first date of the data that will be removed prior to uploading your new data.

  2. Enter a end date in the 'Start date' field. This is the very last date of the data that will be removed prior to uploading your new data.

Step 4 - Properties of your data import file

  1. For 'Delimiter', indicate which separator is used in the uploaded data file. A separator is only applicable for .csv and .txt files.

  2. For 'Date format', enter the date format used in the uploaded data file. Examples of date formats are:

    31-12-2019 (DD/MM/YYYY)
    12-31-2019 (MM/DD/YYYY)

  3. Finally, indicate which decimal point is used in the data. Do you use a point? Then simply enter a '.' in, without the quotes.
    If you use a comma, enter a ','.

Step 5 - Linking columns

VendorLink has now read the uploaded data file, and it is time to link the columns from the database to columns in VendorLink.

  1. On the right, all import columns of VendorLink are shown. On the left you can select the corresponding column from your own data file. It may be that not every column applies. Link all columns from the database, to columns in VendorLink.

  2. Check all columns to make sure they are correctly linked.

  3. Click 'Next'.

Step 6 - Start import

You have arrived in the last step of the import process. Click on 'Start import' to start the import. VendorLink will now load and process all data.
Line.png

It may happen that the data import fails. Check all settings again, and take a look between the common problems when uploading Spend data.

If your issue still persists, feel free to contact VendorLink Support by submitting a support ticket.

Related articles