Learning Path - Supplier Imports - Creating Your Template

The Mission:

In this section you will learn about how to create a CSV or Excel template for your upload.  This template will be used to load your changes into the system.  Once you have created and uploaded your base excel or CSV template, you can re-use your template.  

Good news, If you have an existing import file that was created after Dec 15, 2021 and it contains all the columns you are updating, you can skip this section and move on to the next step. (Getting Started With Supplier Imports in PO: Exporting Your Data)

PRO TIP: 

If you will typically be updating the same basic information, include all the columns that you would normally be updating.  But just like in the movies, you want to bring what you need to survive.  Don't go crazy adding columns as you will spend more time massaging data than you will save with the import.

Creating Your Template:

1. Login to your account
2. Click on the little down arrow next to your name on the top right row then click on "Imports"
3. Next to the words "Bulk Imports POs" click on the down arrow next to "Download Template"
4. Choose either "MS Excel" or "CSV"
5. Open the file and remove any columns that you will not be updating (see pro tip above)

Let's Keep Moving - Getting Started With Supplier Imports in PO: Exporting Your Data

If Your Template Will Not Download and You Have an Existing Template:

• Open your last known Template

• Add 3 columns to your existing spreadsheet and remove 1 column:

  • Shipped Date (add) *
  • Box Quantity (add)
  • Quantity Per Box (add)
  • Quantity Shipped (remove)

   

If Your Template Will Not Download and You Do Not Have an Existing Template:

Follow the instructions for Exporting your Data (the next step).  Then remove columns that you are not able to change within SourceDay (like Item Part Number, Description).  (If you try to load all the data it will likely fail).

Add 3 columns to the exported spreadsheet (plus additionally shipment fields as required by your buyer company).

• Shipped Date (add) *
• Box Quantity (add)
• Quantity Per Box (add)

Remove the following column:

• Quantity Shipped (remove)

* NOTE:  If you are a supplier for Dell, you can run this file without the Shipped Date column and the the shipped date will default to the date the file is run.  This will only work for Dell suppliers.

Keep Learning

1. Creating your template <- You are here
2. Exporting your data
3. Adding your changes to the template file
4. Uploading the template and mapping the fields
5. Testing the upload
6. Processing the file
7. Resetting your values