DESCRIPTION
The Datapel Inventory Controller Series supports a number of Data Exchange interfaces.
Using the DataEx interface configuration information can be IMPORTED and EXPORTED from the ICXE database.
This feature allow Administrators or Consultants to quickly configure the Inventory Management System Workspace with datasets already prepared in Excel or via export from other systems. Likewise, information already entered or captured by an Inventory Controller workspace can be exported to provide External Systems indirect access to stock tracking datasets.
Import Format
The format supported is:
- TSV (Tab Separated Variables)
IMPORT HEADER
- XE import recognizes and skips header record.
- All Headers must be kept in a particular sequence (refer to table below and sample attachment file).
DETAIL CUSTOMERS IMPORT STEPS
The following support note describes how the ICXE files should be formed and how they are imported into the ICXE.
1. Create a folder that will be used to hold Import/Export files.
It is recommended that .txt file be named by their import/export type. (Transactions, Items, Suppliers, Customers, Shipping Methods, Custom Lists, Users)
2. Once preparations are complete within Excel save the transaction import file as a text (tab delimited).
3. Select File, Import, Customers...
4. Select Import Customers... and browse for the .txt file. Once selected Open File.
To check the system details of import the Status Report should be used.
CUSTOMERS HEADERS and FIELDS
Table below Provides an overview of ICXE Customers headers and a description on each field.
The Attachment CUSTOMERSLIST.txt file provides an example file of an Customers List Import.
| Field | Type | Max | Required | Notes |
| Co./Last Name | AlphaNumeric | 30 | Y | If the card is a company: company name. If the card is an individual: last name. |
| First Name | AlphaNumeric | 30 | N | Blank if the card record represents a company, Otherwise the first name if a individual |
| Card ID | AlphaNumeric | 16 | N | User defined unique Customer CardID |
| Card Status | AlphaNumeric | 1 | Y | N = Active Y = InActive |
| Address Line 1 | AlphaNumeric | 30 | N | Postal/Delivery Address Line 1 |
| Address Line 2 | AlphaNumeric | 30 | N | Postal/Delivery Address Line 2 |
| Address Line 3 | AlphaNumeric | 30 | N | Postal/Delivery Address Line 3 |
| Address Line 4 | AlphaNumeric | 30 | N | Postal/Delivery Address Line 4 |
| City | AlphaNumeric | 30 | N | City/Suburb/Town for Address Line 1 |
| State | AlphaNumeric | 30 | N | State for Address Line 1 |
| Postcode | Numeric | 10 | N | PostCode or Zipcode for Address Line 1 |
| Country | AlphaNumeric | 30 | N | Country for Address Line 1 |
| Phone # 1 | AlphaNumeric | 21 | N | Customer Phone Number |
| Fax # 1 | AlphaNumeric | 21 | N | Customer Fax Number |
| AlphaNumeric | 21 | N | Customer Email address | |
| WWW | AlphaNumeric | 21 | N | Customer Website address |
| Contact Name | AlphaNumeric | 25 | N | Customer Contact Name |
| Salutation | AlphaNumeric | 15 | N | Contact Greeting/Title i.e. MR, Mrs, Miss, Dr….ect. |
| Notes | AlphaNumeric | 255 | N | Additonal Notes about Customer |
| Identifiers | AlphaNumeric | 10 | N | Second User defined unique ID |
| Custom List 1 | AlphaNumeric | 30 | N | CustomList1ID the text contained within the Custom List 1 Card |
| Custom List 2 | AlphaNumeric | 30 | N | CustomList2ID the text contained within the Custom List 2 Card |
| Custom List 3 | AlphaNumeric | 30 | N | CustomList3ID the text contained within the Custom List 3 Card |
| Custom Field 1 | AlphaNumeric | 30 | N | CustomField1 the text contained within the Custom Field 1 Card |
| Custom Field 2 | AlphaNumeric | 30 | N | CustomField2 the text contained within the Custom Field 2 Card |
| Custom Field 3 | AlphaNumeric | 30 | N | CustomField3 the text contained within the Custom Field 3 Card |
| Comment | AlphaNumeric | 255 | N | Comment about Customer |
| Shipping Method | AlphaNumeric | 20 | N | Default/Preferred Shipping Method for Customer |
Additional Information
It is recommended that the all customer imports be done in groups of 5,000 items or less.
Larger lists should be broken into lists of 5,000 items or less..
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