- Sign in to your Viewpost account
- Click on your Company Name in Viewpost and then“File Import” in the dropdown.
- Click on “Import New File”
- Select if your file contains Customers only, Vendors only or a combination of both Customers and Vendors (Mixed)
- Select your CSV file to import
- Use a CSV file created by exporting your customers and/or vendors from another product
- Download our template and enter data into our template
- Check the box if your CSV file does not have headers. (If you use our Template, you will have headers.) If your file does not have headers and you do not mark this box, we will not import line 1 of your file.
- Select a Mapping Profile - Default will be the only selection the first time you import your address book. You may save your File Import selections later in the process and use your profile for future imports.
- Click Next and begin the mapping process. During the mapping process we will provide you with the allowed data for the Viewpost Address Book/Network page on the left side of the screen. The right column will be a drop down of columns from your CSV file. Select the columns in your CSV file that correspond to the data represented by our column headers. We will automatically map header names that agree exactly with our header names, so if you use our template, the mapping will be done for you for all the columns.
- The first mapping screen lists the required fields.
- Company Name - This column will contain the name of the customer or vendor
- Address Book Type - This column will indicate if the Company Name (a) is a Customer or Vendor. You will not see this mapping selection if you selected “Customers” or “Vendors” on the previous screen. This column is required if you are importing a “Mixed” address book. In a “Mixed” CSV file, you must have a column that indicates “Customer” or “Vendor” for each Company listed.
- Address Book ID - This a necessary field if you plan to import transaction data in the future. For example, if you plan to import invoices for customers or payments for vendors using the File Import feature, the transactions must have the same Address Book ID as the associated Customer or Vendor. If you do not have IDs for the Customers or Vendors, you can select “This file doesn’t have Address Book IDs” and we will auto create the company IDs based on the company name. For future transactions, you would need to use the exact same company name as originally imported (not as subsequently updated) in order for the transaction to be associated with the correct company. If you have created the CSV file by exporting the customers and vendors from an accounting package, your CSV file should contain a column that is populated with the accounting packages ID for the customer or vendor.
- The second mapping screen lists optional fields. We will import the customers or vendors without this information. However, we recommend that you provide this information to help you in transacting business with your trading partners through Viewpost.
- You can click on the box to save your mapping selections and give it a file name. The next time you import an address book file, you will have this file available in your profile dropdown at the beginning of the import process.
- Click “Finish Import” button and your file will be imported into Viewpost.
- You will be redirected to the File Import page which will indicate whether the file had incorrect file requirements or was Imported with some issues or Imported with no issues. Click on “View History” to display a list of your file imports with summary of number of records imported and number of records not imported. Each file import will have a link to “View Results” where you can view the details of the import.
