Upload Trade Partner Data |
|
The Upload function allows you to upload Trade Partner data from your Enterprise Resource Planning (ERP)/Legacy system into the TPC. Using this function, you can add, modify, or delete a set of records present in both systems.
|
Page Outline
Before you can upload trade partner data, you must -
Format your Trade Partner data file to match Tradeflow's Display Upload Format
Save the formatted file as a Comma Separated Value (.CSV) file or XML file
If your formatted file has special characters in it, you must also save it with the UTF-8 Encoding or the trade partners will not be recognized in the system. See step 12-13 in Create CSV Files Part2 for more information.
|
Note: Format your data as a Super-CSV file if your Trade Partner has more than one result for a field. For example, multiple contacts. Contact your Expeditors representative for documentation related to XML file transfer. |
1 Click Upload Trade Partners from the left navigation panel or go to the Upload File section in the TPC Home Page.
2 Click Choose File and locate the .CSV file or XML file on your computer.
3 Click Upload to upload the Trade Partner data. You can use the Upload function to add, modify, or delete new/existing Trade Partners.
|
Caution: If the file is not in the .CSV format or XML format, the application will display an error and you must change the file to a .CSV or XML format for the upload to complete successfully.
If your file has special characters, you must format the file to have UTF-8 Encoding. See Step 12-13 of Create CSV Files Part2 for more information. |
4 After the upload, you will receive the message "Received your file. An email will be sent to you once the process is complete." The status of the upload (Success or Failure) is sent to you via email. If the file did not upload correctly, the email will have a .CSV file attached. This .CSV file lists the error occurrences for your reference.
|
Note: You must delete the error column before attempting to reload the corrected content. |
Figure 1: Upload Page
To upload trade partner data using upload defaults:
The Upload Defaults section allows you to populate select common default data with the contents of the formatted file. The selected default values are populated in their respective fields for all Trade Partners present in the formatted file.
1 Click Upload Trade Partners from the left navigation panel. The Upload Defaults section shows the default data you can select.
Figure 2: Upload Defaults Section
2 Select the check box next to the field you want to set default data for and fill in the data. These fields should not be present in your .CSV file.
3 Click Choose File and locate the .CSV file on your computer.
4 Click Upload.
|
Tip: For example, you have ten Trade Partners in a formatted file and you want the Trade Partner Type field to be Manufacturer and Shipper for all of them.
In the Upload Defaults section, select the check box next to Trade Partner Type and then hold down Ctrl and select Manufacturer and Shipper from the list. When you upload this formatted file into the TPC database, all ten new Trade Partners will have Manufacturer and Shipper populated in the Trade Partner Type field. The Trade Partner Type field does not need to be in your formatted file. |
|
Related
© 2021 Property of Expeditors International of Washington, Inc. and its subsidiaries.
Business Confidential and Proprietary. Reproduction by written authorization only.
- Created by: Expeditors Technical Communications Department -