Import data

With generic flat file integration, you can export data from your purchasing application and import it into Fairmarkit. As part of this process, you will export data to a CSV file and then email the file to Fairmarkit or upload the file to a Fairmarkit SFTP.

1. Create a file

First, you will need to create a CSV file with data you exported from your purchasing application that should be imported into Fairmarkit. Within your purchasing application, you should be able to select data to create a custom export to a CSV file. Typically, you'll be able to export based on conditions (e.g., a new requisition or supplier is created) in the application or on a scheduled basis (e.g., every 3 hours).

Your CSV file will need to be in a specific format. Fairmarkit provides templates outlining the required and optional data and the headers and formats needed to import data into Fairmarkit.

Template: Make sure you have the latest version of the flat file template (view | download CSV file).

For more information on each type of import file, see:

• Import categories

• Import purchase orders

• Import purchase requisitions

• Import requests for proposal or information

• Import suppliers

2. Upload files

Next, you will upload your CSV file to Fairmarkit.

Important: You will need to work with Fairmarkit to configure your chosen method to upload your files. See: Prerequisites for flat file integration

There are a few ways to upload your file:

SFTP

Fairmarkit allows you to upload files using standard SFTP. You can add the file to your shared folder or use the browser-based Fairmarkit Files site.

• Upload your file to your to_fairmarkit folder (e.g., production/to_fairmarkit/).

Email

Alternatively, you can upload files to Fairmarkit via email. When emailing your files, ensure your email includes the following information:

• From: Only send emails from the email registered with Fairmarkit during your integration setup.

• To: Send the email to the Fairmarkit assigned email.

• Subject: Enter the assigned subject for the file type you're sending.

• Attachment: Attach your CSV file.

3. Events and records created

Fairmarkit monitors the upload folders on a schedule. Once your files are uploaded, they will be processed and imported into Fairmarkit the next time the schedule runs.