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I currently have a list of vendor numbers and vendor names in my ERP and have exported the list to a CSV file. If you are unsure how to do this please contact your ERP vendor.
I then opened my CSV in Excel and added a new column FilePath. Because we will be importing the list of vendor names and vendor numbers as individual records, each one should point to a dummy file. In this case, I placed an empty PDF in C:\temp\ and referenced it for each record in my CSV file. It is important to make sure that you put a file here for the import or else you will receive an error.
Your resulting CSV file should look something like this in a text editor:
| Code Block | ||
|---|---|---|
| ||
Vendor Number,Vendor Name,FilePath
00001,Bank of Anycity,C:\temp\PLACEHOLDER_FILE.pdf
00002,Bayshore CalOil Service,C:\temp\PLACEHOLDER_FILE.pdf
00003,Bayshore Water,C:\temp\PLACEHOLDER_FILE.pdf
00004,Brown Equipment Rental,C:\temp\PLACEHOLDER_FILE.pdf
00005,Cal Gas & Electric,C:\temp\PLACEHOLDER_FILE.pdf
00006,Cal Telephone,C:\temp\PLACEHOLDER_FILE.pdf
00007,CalOil Company,C:\temp\PLACEHOLDER_FILE.pdf
00008,"Campion, Patrick, CPA",C:\temp\PLACEHOLDER_FILE.pdf
00009,Chris Markley,C:\temp\PLACEHOLDER_FILE.pdf |