Importing lets you use spreadsheet data to create or update your Big Business entries.
Import a price list from a vendor to update your item costs. Then, export these items, calculate new prices in a spreadsheet, and import updated prices. The steps are easy.
Import Mapping helps you import data and create Custom Imports, all on one screen.
Map Customers shows data on left being mapped to the Customer Fields on the right. Contact Code is highlighted and could be mapped to Customer Code by clicking Insert.
Once the fields you want are inserted, set any Tag you want assigned and click Import. This will create new Customers from this contacts data and add the Tag to help search.
Don't Import Header is pre-selected for imports to skip importing of column headings.
In a spreadsheet, you should have a Header row with column names like Contact Code.
This first row of the import file then displays in the Available Fields to help with mapping.
If Fields Available does not show names, but actual data, un-check Don't Import Header. Otherwise, leave Don't Import Header checked to skip import of the first row of the import file.
Don't Import Header is pre-selected for imports to skip importing of column headings.
In a spreadsheet, you should have a Header row with column names like Contact Code.
This first row of the import file then displays in the Available Fields to help mapping.
If Fields Available does not show names, but real data, un-check Don't Import Header. Othewise, leave Don't Import Header to skip import of the first row of the import file.
Don't Import Header is pre-selected for imports to skip importing of column headings.
In a spreadsheet, you should have a Header row with column names like Contact Code.
This first row of the import file then displays in the Available Fields to help mapping.
If Fields Available does not show names, but real data, un-check Don't Import Header. Othewise, leave Don't Import Header to skip import of the first row of the import file.
Big Business 4 adds the ability to import:
Sales Order Line Items
Invoice Line Items
This Solution provides some of the rules these imports follow for:
Combining multiple line items on one transaction
Separating transactions for the same customer
Rebuilding Bill To and Ship To addresses
(5813)
This Solution describes the fields that can be imported as Invoice Line Items.
In Big Business 4.0.9 and earlier, this feature does not update Item Cards or Customer Balances correctly. Contact Technical Support for information on correcting these entries. This problem is fixed in Big Business 4.2 and higher.
Big Business 4.2.8 and 5.0.2 add a Paid amount to the import options. (5765)
Big Business includes sales and manufacturing features for creating Builds and Bundles. Built Items are inventoried items assembled from inventoried items. Bundled Items are non-inventoried kits that exist only to provide the bundling or kitting function of selling a group of items at once. Both are defined using the Build/Bundle tool found on the Item Card, and can now be defined using the Build / Bundle Line Items Import.
Use the Build/Bundle Line Items Import to:
- create Builds or Bundles
- update Builds or Bundles
- delete Builds or Bundles
- specify Components and Quantities for Builds or Bundles
- import Bill of Materials data
(5861)
The Build/Bundle Line Item Report allows you to:
Find Built or Bundled Items that meet the Search criteria entered
Report the Components for the Items found
Export this Bill of Material information for editing in a spreadsheet
Create a file for use with the Build/Bundle Line Item Import
This Solution describes the new report. (5927)
Import Narration lets you follow import progress showing you each entry its creating.
Dialogs are updated for modern objects to automatically adapt to dark mode and so on.
Imports updated include Accounts, Bank Transactions, Basket Line Items, Bills, Bill Line Items, Bins, Contacts, Currency Rates, Customers, Invoice Line Items, Alternative Item Codes, Item Prices, Convert Orders, Payments, Purchase Order Line Items, Quote Line Items, Sales Order Line Items, and Vendors.