To import data:
1. Click the Import tool in the Maintenance toolbar.
2. Select the file you want to import, then click OK.
3. In the dialog box that appears, select the kind of data you’re importing, then click the OK button.
4. In the Import window, match text fields in the Fields Available for Insertion list with Big Business fields, then click the OK button.
This document describes the Customer data which can be imported into Big Business, along with a description of action taken if the data does not meet the required format.
Details:
Prior to importing information into Big Business, you need to prepare a tab delimited text file containing the necessary information. Each field to be imported must be separated by a tab, and each record must be separated by a return. This is easily done using a spread sheet.
Import Fields: Customers (3484)
This document describes the Customer data which can be imported into Big Business, along with a description of action taken if the data does not meet the required format.
Details:
Prior to importing information into Big Business, you need to prepare a tab delimited text file containing the necessary information. Each field to be imported must be separated by a tab, and each record must be separated by a return. This is easily done using a spread sheet.
Import Fields: Vendors (5158)
This document describes the Item data which can be imported into Big Business, along with a description of action taken if the data does not meet the required format.
Details:
Prior to importing information into Big Business, you need to prepare a tab delimited text file containing the necessary information. Each field to be imported must be separated by a tab, and each record must be separated by a return. This is easily done using a spread sheet.
Import Fields: Items (5161)
This Solution describes the fields that can be imported as Miscellaneous Sales.
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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)
This Solution describes the fields that can be imported as Item Adjustments.
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This Solution describes the fields that can be imported as Miscellaneous Bills.
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BigBusiness includes Line Item imports for bring in transactions with line items, like:
• 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
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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
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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)
Big Business automatically stores Documents that you Attach:
• from the Folder tab on Customer, Vendor, Item, Contact, or Employee
• from a Note, to yourself or another user
• from the Docs Folder on transactions like Quote, Order, Invoice
Big Business automatically shares Stored Documents so they are available:
• to any Big Business Client, on Mac or Windows
• to the Note recipient
• to related transactions such as the Invoice for an Order or Quote
This Solution decribes this feature. (6494)
Big Business 10 adds the Docs tool for all transactions. Docs Prefs let you choose how to use the Docs tool.
Choices for Docs Prefs are:
• System Setting
• Hide
• Documents
• Documents and Notes
This Solution provides details. (6589)
Big Business 10 adds the Docs tool. Docs Prefs let turn on the Docs tool.
Big Business 10.11 adds Drag and Drop for the Docs tool and Docs window.
Big Business 10.15 adds Paste to the Docs window.
This Solution provides details. (6646)
Big Business adds Paste to the Docs windows. Click to paste:
• a File copied from your desktop or email attachments
• a Picture copied from email, web browser, photo or picture program
• a Screenshot taken with Print Screen, Alt + PrtSc, Snipping Tool
This Solution provides details. (6670)
Attach a screen shot of a window to any transaction in Big Business. This video shows how to capture a screen shot of a window on macOS or Windows. (6750)
Big Business makes it super easy to set up repeat Imports and options to automatically connect to eCommerce, EDI, POS, Sales Tax, etc. by using the same Mappings.
If you have imported inventory changes from a spreadsheet, you can easily setup updates to your web store because it uses the same mapping tool.
If you are changing settings to put more fields in a mapping, check your existing mappings to ensure they are up-to-date.
This Solution gives you a quick list of Mappings arranged alphabetically. (6847)
Share Forward is the feature of the Docs tool that lets others view or download your attachments when they convert your Orders to Invoices. This is handy when they have question about the customer's PO and you've been thoughtful enough to attach a copy right there. It also works for you to look back at your Order and see any attachments to the Invoice(s) such as shipping docs.
This Solution provides additional details. (6876)
You can Copy a file from your Desktop or any folder or directory and Paste it into Docs. The Docs Not Found alert will appear if the document cannot be found.
This Solution provides details. (6886)
Big Business lets you attach any file to any transaction by putting it in the Docs Folder. This is an instant solution for filesharing allowing you to save files where your team can find them. Others can see the Docs you added to an Order when they are creating the Invoice. They cannot see attachments you put with a PO if they do not have access to the PO tool.
This Chapter provides steps for setup. (7009)
One of the easiest ways to replace paperwork is with a screenshot. Big Business lets you capture a window and save instantly. Just choose Documents and Notes option in Docs Prefs for Filesharing.
This solution provides details. (7010)
One of the easiest ways to replace paperwork is with a screenshot. Big Business lets you capture a window and save seamlessly. Just choose Documents option in Docs Prefs for Filesharing. Then in any window click Docs and click Paste to save a screenshot taken with Print Screen or Alt + PrtSc (for a window).
This Solution provides details. (7011)
Big Business lets you attach any file to a Search window like Customers. This can be a convenient place to store attachments like Policies, Terms and Conditions, and so on that pertain to Customers. Moreover, you can click Send to make any attachment available--to Send (Docs) as email attachments or Send (Notes) as email messages.
This Solution provides an example for use. (7021)
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.