Import External Data  

Access

Use this routine to import data into STORIS from an external source, for example tax information from a third-party software provider.  You specify a provider, an import type, and an external file.  Once these fields contain valid responses, click on Save to begin the import process.  

 Once you click on Save, if the process requires further information, additional windows may appear in which you enter the additional information.  For example, if importing tax information, the Select State Screen may appear. If importing product data, the Select and Configure a Vendor for Import screen may appear.  

Database  The name of the account you are logged into displays in this field and you cannot edit it.  

Import ProviderSpecify the provider of the information you want to import.  If you click on the Arrow, a list of available import providers appears from which you can choose.   

Import TypeThe type of information (product, sales tax, etc.) being imported defaults based on the import provider you selected. You cannot edit this field.

If the import type is set to Product, at least one product collection must exist in STORIS in order to run the import.            

Import FileEnter the full path and file name of the file containing the data to import.  If you click on the Action button, the Windows® Data File to Convert window appears via which you can select a file from your PC.

Once you click on Save, the data import process begins.  When finished, a messages appears indicating the number of

• files processed,

• records rejected, and

• records updated.