Import Vendors into CenPoint from a .csv file

Importing Vendors Into CenPoint

CenPoint highly recommends using a desktop/laptop computer to import customers.

Go to portal.cenpoint.com and sign in. 

You must use a .CSV file to import your vendor list into CenPoint, .csv files are good 

across all platforms i.e. Windows and Mac and can be opened by Excel.

Get a .CSV file of your vendors.

If you are exporting customers from Quick Books use the following steps:

   a. Go to Vendors->Vendor Center

 b. Go to Excel and from the drop-down list choose Export Vendor List

c. Choose Create a comma separated values (.csv) and choose where to save that file.

Once you have your file saved:

Open your .csv file, and check what vendors you want active,

 by typing one of the following options in the Active column (if not already marked)

Active, Yes, Y, True, T, 1

Importing the data into CenPoint.

Open CenPoint go to Utilities-> One-Time Conversion->Import Vendors from .csv file

Step 1- File Options

Choose the row to start on.

Example: in the picture below 'row 1' contains headers, and the data starts on 'row 2'.

In this case '2' would be typed in 'Start on row' in CenPoint.

Step 2: Customers

b. Now match the rows of the .csv file to the corresponding fields in CenPoint.

Example: In the .csv file pictured below the vendor name is listed in column B.

In CenPoint 'B' would be typed in the vendor name field. (Pictured below)

Example 2: The address fields (pictured below) are in columns J,L,M,N

In CenPoint:

'J' is in address 

'L' for City

'M' for State 

'N' for Zip code.

Example 3: 

If you have a column on the .csv file that contains multiple items of information,

(Example column 'K' pictured below) such as City, State, and Zip,

Click the 'Parse Address' box in CenPoint and Type in the column names

 separated by a comma.

Step 3: Contacts

Match the rows of the .csv file to the corresponding fields in CenPoint.

Example: on our .csv file the contact name is all in one cell, so we clicked the Parse Name box and

put the cell ‘U’ in for the full name, followed by ’W’ for the cell phone and ‘V’ for the title.

Step 4: CenPoint Options

Choose the branch where this import belongs.

    * To set up a branch go to ->List Management->Company Branch Information.

Choose the option to Replace all vendors or Keep and add to existing vendors

 by clicking the corresponding radio button.

Choose the default terms for vendors. 

   * To set up terms go to -> List Management->Terms

Step 5: Import

Click the Import button, and do some deskercise

while your vendors are being imported into CenPoint.