Supplier Import 

A supplier import can be used to create new suppliers, delete suppliers, or update data for existing suppliers.

Auto Build Layout

Access the Supplier Import Data Files > Supplier Information > Supplier Import

Click on the Export Default Layout icon in the top left corner.

The “Fields to Include in Export” screen will open. Choose the appropriate fields you wish to include.

Agility will export the default layout to Excel. If you use the default layout, Agility will read the top row of the spreadsheet to automatically map your columns for importing.

Next, fill out your spreadsheet.

a.   The second row is the name of the field that will be updated in Agility.

b.   The third row is the corresponding table name and field in the Agility database.

c.  Each supplier ship-from will take up one row in the spreadsheet.

• If your supplier has multiple ship-froms, you will need one row for each unique ship-from.

 Once you have finished filling out your spreadsheet, save the file somewhere on your local PC.

In the Supplier Import screen, click the Select a File icon from my PC.

Find the find you want to import that was saved to your local PC.

If you get a prompt that the ‘Default Layout Definition’ already exists, review your existing definition named ‘Default Layout Definition’. If the definition is still needed, rename to something other than Default Layout Definition. This definition will be overridden if you select Yes.

The default layout has now been built. To update it, double click on the Default Layout Definition row or click on the Update Record icon.

In the Definition field, clear the name Default Layout Definition and type in the name you would like to use for your Supplier Import layout. Click Save.

Choose to Update Existing Record. Doing this will allow you to use the Default Layout again to auto map any new imports you may want to do in the future.

To confirm the fields are mapped correctly, click on the tab corresponding to the tab in Supplier Maintenance that will be updated. Review the Field Name and Value.

If changes need to be made, make them, and Save. Then Click the red X in the top right of the screen to exit back to the Supplier Import screen.

 Manually Build a Layout

If you just need to update a couple of fields for your items, it may be quicker to manually create an import layout for those few fields.

In the Supplier Import screen, click the Add new record icon

Type the name of your layout in the Definition field. Then, click on the Browse button, select My PC and choose the file from your local PC. You will need to manually map each field in the spreadsheet. Start on the Action tab and specify the number of header rows. The import defaults to importing to the supplier, ship-from, supplier branch, remit-to and supplier G/L tables. If your import file does not have data for any of those tables, set the value to No.

Next, click on the Supplier tab. Click on the drop-down arrow and choose the column in the spreadsheet that matches the field. Continue through all fields you need to map. When finished with the Supplier tab, move on to each additional tab, manually mapping each field to the corresponding column.

When you have finished manually mapping all your fields, click the Save icon. Close out by clicking on the Red X in the top right corner of the screen.

Import Supplier File

To import a file, open the Supplier Import screen. Keep in mind imports may be branch specific.

1.   Click on the Definition ID that you want to use that matches your spreadsheet.

2.   Verify you have the correct transaction file.

̵   To choose a different transaction file (like for re-using a layout with a new spreadsheet you wish to import), click the Select the Browse button. Find the file you wish to import, then click Open.

3.   Click the Process button in the bottom right of the screen.

When the import has completed, the Supplier Import Audit will appear. The audit will show how many records were processed, created, updated, deleted and failed.

If there were failures, Agility will not import those records. Failures display in the audit with a column that explains the cause of the failure. There is also a column for Warnings, which explain what data in the import file may not match what is in Agility. Records with warnings will still be imported, unlike failures.

The audit report can be exported to Excel. Use the export file to make corrections and import the file back into Agility.