MicroBiz now allows you to import Vendors Records into MicroBiz via a csv file.
Step One - Download Vendor Record Import Template
To Import Vendors into MicroBiz, download the Vendor Record Import Template csv file using the download button at the bottom of this article.
Step Two - Copy/Paste Vendor Data into the Vendor Record Import Template
Copy/paste information on your vendors into the CSV template.
Important: Do not modify the template in any way, such as adding/deleting columns, changing the column headings, or changing the format from CSV.
The following chart provides more information on the import fields:
| Field | Required Y/N | Default Values | Allowed Values | Max Length | Description |
| Vendor Code | Y | ascii DEC 32-126 | 25 | Vendor Code is your vendor's short name | |
| Vendor Name | N | Vendor Code | ascii DEC 32-126 | 255 | Vendor's full name |
| Account no | N | ascii DEC 32-126 | Vendor's account number | ||
| Main Contact Name | N | ascii DEC 32-126 | 255 | Full name of a main contact of the vendor (first name, last name) | |
| Contact Role | N | ascii DEC 32-126 | 50 | The role of the contact in the vendor's company | |
| Contact Note | N | ascii DEC 32-126 | 16mb | notes about the contact | |
| Address | N | ascii DEC 32-126 | 255 | Vendor's Address 1 | |
| Address2 | N | ascii DEC 32-126 | 255 | Vendor's Address 2 | |
| City | N | ascii DEC 32-126 | 50 | Vendor's city | |
| State | N | State | 50 | Vendor's state | |
| Zip | N | [0-9][A-z]<space> | 25 | Vendor's zip code | |
| Country | N | Company's country | [A-z] | 5 | Vendor's country |
| Mobile | N | [0-9]+ | 25 | Mobile phone fields use E.164 formatting so all numbers begin with "+" and the country dialing code - for US, Canada, Puerto Rico numbers this is +1. Area code is also required. US numbers have to have 11 digits starting with the 1 | |
| Phone | N | ascii DEC 32-126 | 25 | Vendor's phone number | |
| Fax | N | ascii DEC 32-126 | 25 | Vendor's fax number | |
| N | ascii DEC 32-126 | 150 | Vendor's email address (should be in format of [email protected]) | ||
| website | N | ascii DEC 32-126 | 255 | Vendor's website | |
| Minimum Order | N | 0.00 | decimal.## | 50 | Vendor's minimum order quantity |
| Distributor | N | no | {yes,no} | If the vendor should be treated as a distributor. if set yes, then in orders every product can be added under this vendor selected | |
| PO Delivery Method | N | {print,email,direct upload} | set which method is sued to send PO to the vendor | ||
| Status | N | enabled | {enabled,disabled} | Vendor status | |
| Payment Terms | N | ascii DEC 32-126 | Vendor Payment terms(Net 15, Net 30, etc.) | ||
| Customer Drop Ship | N | no | {yes,no} | If Vendor sends order directly to customer or no(feature will be available in the future) | |
| Vendor Note | N | ascii DEC 32-126 | 16mb | General note about vendor | |
| Expected Basis | N | after_start_ship | {after_start_ship, before_cancel} | What is the basis of the order expected date, after the start ship date or before the cancel date | |
| Expected Days | N | 15 | [0-9] | In how many days order from this vendor is usually expected |