How to Import Acquisition Data

Wizard driven import of purchase orders, invoices, ASNs and barcodes.

The Acquisition Data Import Wizard allows you to create import plans for your ASN, PO, Invoice, and Barcode Scan data.  Once the import plan and data mapping is created you can use the plan for all future imports of Acquisition data with the same type and formatting.

  • Acquisition Data: The data involved in acquiring assets. An asset is can be any hardware or software.
  • Purchase Order: A purchase order (PO) is a commercial document and first official offer issued by a buyer to a seller, indicating types, quantities, and agreed prices for products or services.
  • Invoice: A list of goods sent or services provided, with a statement of the sum due for these; a bill.
  • ASN: An advance ship notice or advance shipping notice (ASN) is a notification of pending deliveries, similar to a packing list. It is usually sent in an electronic format and is a common EDI document.
  • Barcode: A machine-readable code in the form of numbers and a pattern of parallel lines of varying widths, printed on and identifying a product.

Configure Import

Configure Import

Configure Import: Selected the type of data and data source you would like to import.

  1. What Are You Importing: Choose the type of acquisition data to import either Advanced Ship Notice (ASN), Purchase Order (PO), Invoice, or Barcode Scan data.
  2. Import File: The import file must be a csv (comma separated value) data format.
  3. Available Import Plans: Choose an existing import plan if you have already saved one for the selected acquisition data import and click 'Next' at the bottom of the page OR
  4. Click 'New' to create a new import plan or to just enter your import specifications and proceed without saving.

Define Import Plan

Define Import Plan

Define Import Plan: If you do not wish to save your Import Plan for future use, simply fill out the plan settings excluding the Import Plan Name and click Next to proceed to the Confirm Import page.

  1. Import Plan: Provide a name for the import plan you wish to save
  2. Mapping: Select an existing data import mapping, or click (+) New to create a new mapping.  Click the Edit pencil icon to edit the selected mapping. (See the following step below for further instructions on creating a new mapping or editing an existing mapping)
  3. Start Import at Row: If your import file has a header row(s) select the row where the actual acquisition data begins.
  4. Ignore Last Rows: If your import file has a footer row(s) select how many rows that are taken up by the footer to exclude from import.
  5. Fields Separator: Select the character used for field separation in your csv file (default is comma).
  6. Quote Char: Select whether your import file uses double or single quotations (default is double quote).
  7. Date Format: Select the date format that best matches the dates in your import file. (NOTE: Mouse over the available date format values for help)

Click Save to save the import map for future use and then click 'Next' to proceed to Confirm Import step.

To view instructions on creating an import mapping, visit the import mapping lesson.