The first row of the worksheet must include the field names as the column headers. Hiperos 3PM Quick Integration reads this text to import the data to the appropriate fields. NOTE: When importing setup data values, the setup code must be used rather than the display name.
Note: Required fields are marked with an asterisk (*).
Field | Description |
---|---|
ParentExternalReference | Enter the unique reference key of the supplier parent to link to external systems (ERP system, etc). |
ExternalReference (*) | Enter the unique reference key to link to external systems (ERP system, etc). NOTE: this field is required but can be left blank if the SupplierName is populated. |
SupplierNumber | Enter the unique reference number. |
SupplierName (*) | Enter the name of the supplier . NOTE: this field is required but can be left blank if the ExternalReference is populated. |
Status | Enter the status of the supplier. |
SupplierMgrUserName (*) | Enter the username of the internal Client supplier manager. |
SupplierMgrFirstName | Enter the first name of the internal Client supplier manager. NOTE: this field is required only when SupplierMgrUsername does not exist in the system. |
SupplierMgrLastName | Enter the last name of the internal Client supplier manager. NOTE: this field is required only when SupplierMgrUsername does not exist in the system. |
AccountMgrEmail (*) | Enter the email address of external supplier account manager . |
AlternateAccountMgrEmail | Enter the alternate email address of the external user. |
AccountMgrFirstName (*) | Enter the first name of external supplier account manager. |
AccountMgrLastName (*) | Enter the last name of external supplier account manager. |
ShortName | Enter the supplier short name. |
ParentName | Enter the supplier parent name. |
LegalName | Enter the supplier legal name. |
DUNSNumber | Enter the unique nine digit number for identifying and tracking. |
TickerSymbol | Enter the supplier ticker symbol. |
IndustryClassification | Enter the industry type. Must match an existing industry classification code defined under Setup Data Management. |
Classification | Enter the classification type. Must match an existing classification defined under Setup Data Management. |
MinorityType | Enter the minority type. |
RiskRating | Enter the level of risk associated with the supplier. Must match an existing risk rating defined under Setup Data Management. |
TaxIDNumber | Enter the US tax exempt ID number. |
VATNumber | Enter the European VAT number. |
OnExclusionList | [Yes or No] Enter Yes to indicate the supplier is on the US State Department's Terrorist Exclusion List. |
SupplierGroup | Enter the name of the supplier group. |
AutoApproveCompliance | [Yes or No] Enter Yes to indicate the supplier program responses for all compliance programs are automatically approved (if compliant). NOTE: setting the Auto Approve Compliance flag to 'Yes' indicates that all compliance programs for this supplier are configured as auto approval programs. This setting defaults to 'No' and overrides the program definition. |
Phone | Enter the supplier phone number. |
Fax | Enter the supplier fax number. |
Website | Enter the supplier web site. |
BusinessType | Enter the business type. Must match an existing business type defined under Setup Data Management. |
SupplierType | Enter the supplier type. Must match an existing supplier type defined under Setup Data Management. |
YearEstablished | Enter the year the supplier was founded. |
EDIEnabled | Enter the EDI enabled type. |
LifeCycleStatus | Enter the life cycle status of the supplier. Must match an existing life cycle status. See Supplier Life Cycle Status Management. |
UltimateCountry | Enter the default country of origin. |
DefaultLanguage | Enter the default culture. |
WorkspaceList | Enter the name of the workspace the supplier should be included. Multiple values must be separated with the pipe character (|). If the workspace does not exist, the import creates it and adds the supplier. If the workspace does exist, the import adds the supplier to that workspace. NOTE: all suppliers are added to the main workspace (Hiperos 3PM ). See Your Active Workspaces. |
OnHold | [Yes or No] Enter Yes to indicate the supplier is on hold. |
HoldReason | Enter the reason the supplier is on hold. |
Description | Enter a brief description of the supplier. NOTE: this is the Products and/or Services field on the Supplier Management page. |
The rest of the columns can be populated with client-created user defined data located under User Defined Data Management. NOTE: use the Field Name not the Display Name as the column names.
NOTES:
Valid credentials must be supplied for each Hiperos 3PM Quick Integration request issued in order to succeed.
The 3PM user supplied must be a member of either the 'QuickIntegration' group or the 'QuickIntegration-Suppliers' group. The QuickIntegration group allows an account to access all Quick Integration resources. The QuickIntegration-Suppliers group limits access to only the Quick Integration Suppliers resource. If these groups currently do not exist in your Hiperos 3PM instance, please contact your local 3PM administrator or your Hiperos Customer Services representative to have them created.
HTTP Header | Description |
---|---|
username | Valid Hiperos 3PM Username |
password | Valid Hiperos 3PM Password |
The content type header must contain one of the following types listed below. This is used to identify the file format that is being uploaded. Note: If sending data as an octet-stream, filename is required in the Content-Disposition header.
Content Type Header | File Type |
---|---|
application/vnd.openxmlformats-officedocument.spreadsheetml.sheet | Excel 2007 or later versions (xlsx) |
application/vnd.ms-excel | Excel 2003 or earlier versions (xls) |
text/csv | Comma separated values (csv) |
application/octet-stream |
File format determined by filename value in Content-Disposition e.g. Content-Disposition: form-data; name="file"; filename="user_import.xlsx" |
Status Code | Result | Description |
---|---|---|
201 | Created | New objects succesfully created. |
202 | Accepted | Data has been queued for import (system-generated e-mail confirmation to follow). |
204 | No Content | No new or updated data to import was found or the file was not in the correct format. |
400 | Bad Request | Problem rows and/or columns were found. Review returned validation message in response. |
401 | Unauthorized | Username & password http headers were not found in the request. |
403 | Forbidden | Login failed, was not found or not authorized. |
500 | Server Error | Failed to save import data to database. |