This option will allow you to import data for creditor (supplier / vendor) records from a valid file format into an existing Set of Books. To be able to import the data for creditor (supplier / vendor) records, you need to have created a valid "Tab delimited" file on your system in Export (Setup ribbon)

To import Creditor (supplier / vendor) accounts: 

  1. On the Setup ribbon, select Import. The "Import Data into osFinancials" screen is displayed: 

  1. Select Debtors/Creditors as the "Data type to import", if not already displayed.
  2. Select the "Tab delimited" (recommended) option.
  3. Click on the button to locate the data file. The following screen is displayed: 

  1. Click on the button to locate the data file. 

Optional - You may click on the View file button to view the file in your system's default app (program) associated with the exported file type.

An example of the exported Tab Delimited text file is as follows:
  1. Click on the button. The following screen is displayed:

  1. Click on the Import button. The following message is displayed:

Field SSalesPerson not found in import!

  1. Click on the OK button. The "ImportCheck" screen is displayed: 
  2. You may use the record buttons to add, delete or change the creditor (supplier / vendor) accounts records on the "ImportCheck" screen. You may then click on the All or OK buttons to import the creditor (supplier / vendor) accounts. 
  3. Once the import process is finished an information message is displayed:

"Data file import completed!" 

  1. Click on the OK button. 
  2. Go to the Reports ribbon and select Reports → Creditors  → Listing menu to check that the creditor (supplier / vendor) accounts are correct. 
  3. If you need to edit the creditor (supplier / vendor) accounts, go to the Default ribbon and select Creditors.