Import Master Data into Yooz

This task will import a master data file into Yooz. This task is primarily used for importing supplier, chart of accounts and cost centre information into Yooz.

Note

Master data files aren't processed immediately by Yooz. It may take a few minutes after the task completes for the data to be visible within Yooz.

Settings

Yooz Organisation Connection

Required
The Yooz organisation to connect to. See Connecting to Yooz.

Input File

Required
The file containing the data you want to upload to Yooz. Examples of some of the master data formats are shown below.

Import Configuration Code

Optional
Select the Yooz import configuration to use when importing the file, or choose [Default] to apply the default configuration based on the file extension.

Zynk Settings

See Common Task Settings

Examples

Sample tab delimited supplier CSV file:

Yooz Rising
SUPPLIER_TAB
ZYNK0001    Zynk Software   GB123456789 0191 820 1484   0191 820 1484   www.zynk.com    i6  6-8 Charlotte Square    NE1 4XF Newcastle upon Tyne GB  Geraldine   [email protected]    12-34-56        123456789           5000            CREATE

Sample tab delimited chart of accounts CSV file:

Yooz Rising
ACCOUNTANT_PLAN_TAB
4000    Sales Type A    YZ_CUSTOMER
4001    Sales Type B    YZ_CUSTOMER
4002    Sales Type C    YZ_CUSTOMER
5000    Materials Purchased YZ_SUPPLIER
5001    Materials Imported  YZ_SUPPLIER
5002    Miscellaneous Purchases YZ_SUPPLIER

Sample tab delimited cost centre CSV file:

Yooz Rising
COST_CENTER_TAB
Department  0   Default
Department  1   North
Department  2   South
Project PROJ001 SDE New Office Installation
Project PROJ002 Edward Stuart Home Installation
Project PROJ003 Kinghorn French Network Installation
Cost code   ACOM    Accommodation Costs
Cost code   BRDB    Broadband Installation
Cost code   COMP    Computer Installation