To import or export suppliers and supplier adjustments, go to Suppliers module and expand the ...More Options menu in the Suppliers toolbar. Both Import and Export expand to show the options.

Import Supplier

Imports must be from .csv files and follow the formatting requirements of the fields within Infusion.

A Supplier Import template has been created with pre-formatted fields to match import requirements. Download the Supplier Import Template to use as a fresh .csv file for import.

The bare minimum requirement is Organisation Type, and Organisation Name. The import will auto generate the Supplier Account number, and the Sort Key. But the more information you supply now, the less you need to edit later.

The following fields have maximum character constraints on importing:

bank_account_number         | character varying(21)

bank_code                            | character varying(12)

bank_particulars                   | character varying(12)

bank_reference                    | character varying(12)

Import Supplier Adjustments

Imports must be from .csv files and follow the formatting requirements of the fields within Infusion.

A Supplier Adjustments template has been created with pre-formatted fields to match import requirements. Download the Supplier Adjustments Template create a fresh .csv file to use for import.

Full instructions are provided on the template to advise mandatory fields as well as field content and formatting conditions.

Alternatively, export existing supplier adjustments and clear the contents to start a new import file.

Export Supplier Adjustments

Transactions are exported as a .csv file. An exported Supplier Adjustments file is a helpful tool for searching for Supplier Adjustments as well as providing ability to analyse adjustments if required.