Data Imports - Where to start
You need to know 2 things before you start to look at this section
Which Imports are included with your implementation, most customers have the basic import which include essential information needed to operate the system, see below.
Which style of import are you using, are you supplying the complete information where we only import or are you providing less information where we have to use some logic to fill the remainder of the fields. See the guide opposite.
What are we importing for you
This will be on your sales contract and follows the table below
Import Name | Basic | Enhanced | Complete |
Customers | ✔ | ✔ | ✔ |
Producers | ✔ | ✔ | ✔ |
Suppliers | ✔ | ✔ | ✔ |
Products | ✔ | ✔ | ✔ |
Stock Import from Vision Warehouse | ✔ | ✔ | ✔ |
Stock Import from VW + Customer Rotation Values | X | ✔ | ✔ |
Customer Contacts | X | ✔ | ✔ |
Product Prices | X | X | ✔ |
Customer Prices | X | X | ✔ |
Suppliers | X | X | ✔ |
Commerce Optional Imports
These are not normally performed but may be required based on the customers requirements.
Import Name |
|---|
Stock from External Source |
Shippers |
Historical Sales Orders |
Style of Imports
There are three styles of import, unless a customer tells us they can provide a complete data import not requiring our input then we usually use the logic style, this will be confirmed on your sales contract
Build Import
| This is the most expensive option as you will provide us with the data which we then have to get into the import templates for you.
This also usually involves two imports of your data as we have no idea whether we will get it right first time. In general this method of importing will take somewhere between 20-40 working days to complete.
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Logic Import | This is a half way solution, where you provide us the import templates with as much filled as possible and we will then use logic to complete the rest. We will then build the import routine, adding in required fields, and mandatory data that the customer could not supply. This takes us slightly longer to build the import, once done you will have the ability to update the source spreadsheets before we import the data to the live system. Generally this building of logic will take upto 15 working days to complete. | ||||
Direct Import | This is the cheapest option and involved you providing all the data within the import spreadsheets and it is 100% ready to import. There can be no modifications, changes or alterations the customer has to correct the import file to make it correct. If you do not have all the data or you feel that we need to perhaps make some changes then a Logic Import is better. |
Commerce Data Imports
Each of the links below show the information for each import for Vision Commerce, before starting check your contract to see which imports will apply for your implementation.
If you are preparing the files for import it is important that we receive the files in the order shown below with 10 needed before 20 etc.
Seq | Import Name | Link to Page |
|---|---|---|
10 | Suppliers | |
20 | Producers | |
30 | Products | |
40 | Customers | |
41 | Customer Contacts | |
42 | Customer Delivery Addresses | |
50 | Product Price Lists | |
51 | Customer Price Lists | |
60 | Shippers | |
70 | Stock Import from Vision Warehousing | |
71 | Stock Import from Vision Warehousing with client values | |
72 | Stock Import from another system | |
99 | Historical Sales Orders |
Commerce Data Load Code Lists
Where you can lookup information you need to complete your spreadsheet. If your column says LU it will also tell you which number to look at and they are linked below
| Child pages (Children Display) | ||
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