REDI File Import Types and Fields

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REDI File Import Types and Fields

Listed below are the REDI import file type and limitations.

 

Class

 

Import Types

Add new records only

Add new records and update/replace existing records

Update/replace existing records only

Additional Information Imported

None

Fields Imported

Class ID, Description

Limitations

None

Customer

 

Import Types

Add all records as new customers

Add only new customers

Add new customers and  update/replace existing customers

Update/Replace existing customers only

Additional Information Imported

None

Fields Imported

CustID, Billing Last Name, Billing First Name, Billing Street1, Billing Street2, Billing City, Billing State, Billing Postal Code, Billing Country, Billing Phone, Shipping Last Name, Shipping First Name, Shipping Street1, Shipping Street2, Shipping City, Shipping State, Shipping Postal Code, Shipping Country, Shipping Phone, Fax, E-Mail, User1, User2, User3, User4, User5

Limitations

Does not import customer interests, notes or credits

Department

 

Import Types

Add new records only

Add new records and update/replace existing records

Update/replace existing records only

Additional Information Imported

None

Fields Imported

Department ID, Description, Margin

Limitations

None

Inventory

 

Import Types

Add new records only (Quantity set to 0)

Add new and update/replace existing records (Not Quantity)

Update/Replace existing records only (Not Quantity)

Additional Information Imported

Department List

Vendors List

Fields Imported

Stock Number, Description, Item ID, Location ID, Quantity, Department ID, Vendor ID, Cost Last, Cost Ave, Mfr Part Number, Vendor Part Number, Stock Type, UPC1, UPC2, Export Code, User1, User2, User3, User4, User5, Matrix ID, Matrix Dimension1, Matrix Dimension 2, Matrix Parent, Addons, Aliases, Auto Scale, Taxable, Price Was, Price 1, Price 2, Price 3, Price 4, Price 5, Min1, Min2, Min3, Min4, Max1, Max2, Max3, Max4, Bin/Shelf

Limitations

Does not import inventory item notes or pictures

Purchase Order

 

Import Types

Add new records and Update/Replace existing records

Additional Information Imported

New Inventory,New Department, New Vendor

Fields Imported

PO Number, Location, Vendor ID, Orderer, Date Ordered, Ship Date, Cancel Date, Payment Date, Terms, Ordered, Billing Name, Billing Street1, Billing Street2, Billing City, Billing State, Billing Country, Billing Postal Code, Billing Phone, Shipping Name, Shipping Street1, Shipping Street2, Shipping City, Shipping State, Shipping Country, Shipping Postal Code, Shipping Phone, Vendor ID, Description, Contact, Account Number, Street1, Street2, City, State, Zip, Country, Phone, Fax, E-Mail

Limitations

Does not import Purchase Order Store Notes

Receiving

 

Import Types

Add new records only

Add new records only (reverse quantities)

Additional Information Imported

New Department

New Vendors

Fields Imported

Stock Number, Location ID, Description, Quantity, Tag Count, Cost Price Was, Price 1, Price 2, Price 3, Price 4, Price 5, PO Number, PO Line, TO Number, TO Line, Vendor ID

Limitations

Does not import item notes or pictures

Sales

 

Import Types

Add unprocessed sales to the Saved Sales file

Add processed sales to Today's Sales

Additional Information Imported

Customers New Inventory New Departments New Vendors

Fields Imported

Sales Items, Payment Methods (for processed sales), Customer Information, Customer Shipping Information, Credit card information (for processed sales)

Limitations

Cannot import layaways (payments or sales), sales using or issuing credits, house charges or sales using gift certificates.

Vendor

 

Import Types

Add new records only

Add new records and update/replace existing records

Update/replace existing records only

Additional Information Imported

None

Fields Imported

Vendor ID, Description, Contact, Account Number, Street1, Street2, City, State, Zip, Country, Phone, Fax, E-Mail

Limitations

None