Data Import Templates

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	✔	✔	✔
Products	✔	✔	✔
Stock Import from Vision Warehouse	✔	✔	✔
Suppliers	X	✔	✔
Customer Delivery Points	X	✔	✔
Customer Contacts	X	✔	✔
Stock Import from VW + Customer Rotation Values	X	X	✔
Product Price Lists	X	X	✔
Customer Price Lists	X	X	✔

Commerce Optional Imports

These are not normally performed but may be required based on the customers requirements.

Import Name

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.

If we are involved in obtaining data from your system then we would have to charge an additional cost for this level of import work

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.

This also included building the logic imports and then importing into the system.

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

Seq	Import Name	Link to Page
10	Suppliers	https://visionsoftware.atlassian.net/wiki/spaces/IMP/pages/2867593253
20	Producers	https://visionsoftware.atlassian.net/wiki/spaces/IMP/pages/2868674561
30	Products	https://visionsoftware.atlassian.net/wiki/spaces/IMP/pages/2868707329
40	Customers
41	Customer Contacts
42	Customer Delivery Addresses
50	Product Price Lists
51	Customer Price Lists
60	Shippers	*due to low usage of this import there is no published documentation
70	Stock Import from Vision Warehousing	This is an internal document
71	Stock Import from Vision Warehousing with client provided values	You will be provided with a document to update the prices into, this will be excel format
72	Stock Import from another system	Supplied on demand, please request.
99	Historical Sales Orders	Non standard import, this is optional

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