Getting Started with Using the Import Tool for PO Shipments

The Mission

Wouldn't it be great to be able to import your shipping information rather than entering it directly into SourceDay.  The good news is it is not only possible, but this is a good stepping stone for learning how a lot of your date - including updates and acknowledgements can be imported into SourceDay.  In this guide we will take you through the process as a whole. 

We do recommend that you not try to do updates, acknowledgements and shipping all in the same file.  It's possible to do it, but you may face some frustrations while you are trying to get everything set up initially.  

IMPORTANT - If you used this functionality prior to Dec 15, 2021, you will need to update your import file template.

Let's Get Started Importing!

Once you see the action in process, you should be able to efficiently make changes to multiple rows using your template.  Each of these sections should take you 5 minutes or less to walk through.

1. Overview for supplier imports
2. Creating your template
3. Exporting your data
4. Adding your changes to the template file
5. Uploading the template and mapping the fields
6. Testing the upload
7. Processing the file
8. Resetting your values