Import vendors from Excel - Revision history

Anatoly.k: /* Import vendors' general information */

2026-03-25T09:01:50Z

‎Import vendors' general information

2026-03-24T09:41:46Z

2026-03-24T09:40:55Z

2026-03-24T09:39:50Z

2026-03-24T09:34:54Z

2024-10-22T15:03:41Z

‎Import vendors' general information

2023-03-30T08:09:17Z

‎Import vendors' general information

2023-03-30T08:03:33Z

‎Import vendors' general information

2023-03-30T07:10:50Z

‎Import vendors' general information

2023-03-30T07:08:40Z

‎Import vendors' general information

← Older revision		Revision as of 09:01, 25 March 2026
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	If this field is left empty, it will also be indicated that the vendor(s) works with all the specializations.		If this field is left empty, it will also be indicated that the vendor(s) works with all the specializations.

		+	<span style="color:orange">'''Note:'''</span> If you need to add several tags at a time for a vendor, a comma should be used to separate tags, e.g: Tag 1, Tag 2, etc.

	<span style="color:orange">'''Note:'''</span> If there are any errors, the file will be re-downloaded with mistakes indicated in the''' "Errors"''' column.		<span style="color:orange">'''Note:'''</span> If there are any errors, the file will be re-downloaded with mistakes indicated in the''' "Errors"''' column.

← Older revision		Revision as of 09:41, 24 March 2026
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−	~~__FORCETOC__~~	+	__TOC__
		+
		+
	''Vendors import page: [http://cloud.protemos.com/vendor-import/index/ http://cloud.protemos.com/vendor-import/index]''		''Vendors import page: [http://cloud.protemos.com/vendor-import/index/ http://cloud.protemos.com/vendor-import/index]''

@@ Line 4: / Line 4: @@
 Watch our video tutorial on '''how to import vendors''' — [[File:YT client.png|40px|link=https://youtu.be/Vp_pEUGQG_4]]
 ----
 If you already have the list of vendors, their specializations, language pairs, contacts, and prices, you can easily import all the info on this page without entering such information manually.

@@ Line 4: / Line 4: @@
 Watch our video tutorial on '''how to import vendors''' — [[File:YT client.png|40px|link=https://youtu.be/Vp_pEUGQG_4]]
 ----
 __FORCETOC__
 '''First of all, before downloading the templates for importing, add the system values to the system because you'll need to select them from dropdown lists in the templates when populating them with the vendors' info.

@@ Line 5: / Line 5: @@
 ----
 If you already have the list of vendors, their specializations, language pairs, contacts, and prices, you can easily import all the info on this page without entering such information manually.
 '''First of all, before downloading the templates for importing, add the system values to the system because you'll need to select them from dropdown lists in the templates when populating them with the vendors' info.

@@ Line 114: / Line 114: @@
 <span style="color:orange">'''Note:'''</span> If '''1''' is entered, you will not be able to use the dedicated template for services importing later on (in this case, it will be possible to specify what services are provided by each vendor only manually).
-If this field is left empty, it will also be indicated that the vendor(s) works with all the services. The same applies to the next two columns as well.
+If this field is left empty, it will also be indicated that the vendor(s) works with all the services.
 *'''Works with all language pairs''':
@@ Line 121: / Line 121: @@
 '''0''' — enter '''0''' if you need to select what language pairs your vendors work with. It can be specified in the [[Vendor_view_page,_Language_pairs|'''"<U>Language pairs</U>"''']] tab once the vendor profile is created or using the dedicated import template.
 *'''Works with all specializations''':
@@ Line 127: / Line 131: @@
 '''0''' — enter '''0''' if you need to select what specializations your vendors work with. It can be specified in the [[Vendor_view_page,_Specializations|'''"<U>Specializations</U>"''']] tab once the vendor profile is created or using the dedicated import template.

@@ Line 110: / Line 110: @@
 '''1''' — vendors provide all the services;
-<span style="color:orange">'''Note:'''</span> If '''1''' is entered, you will not be able to use the dedicated template for services importing later on (in this case, it will be possible to specify what services are provided by each vendor only manually). If this field is left empty, it will also be indicated that the vendor(s) works will all the services. The same applies to the next two columns as well.
+'''0''' — enter '''0''' if you need to select what services your vendors provide. It can be specified in the [[Vendor_view_page,_Services|'''"<U>Services</U>"''']] tab once the vendor profile is created or using the dedicated import template — '''VendorService.xlsx'''
-'''0''' — enter '''0''' if you need to select what services your vendors provide. It can be specified in the [[Vendor_view_page,_Services|'''"<U>Services</U>"''']] tab once the vendor profile is created or using the dedicated import template — '''VendorService.xlsx'''
+<span style="color:orange">'''Note:'''</span> If '''1''' is entered, you will not be able to use the dedicated template for services importing later on (in this case, it will be possible to specify what services are provided by each vendor only manually).
 *'''Works with all language pairs''':

← Older revision		Revision as of 07:10, 30 March 2023
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	'''0''' — vendors will not be able to log in (in that case, invitation emails from the system will not be sent, but you can <U>'''[[Vendor view page, General tab#Primary user\|invite vendors later]]'''</U>).		'''0''' — vendors will not be able to log in (in that case, invitation emails from the system will not be sent, but you can <U>'''[[Vendor view page, General tab#Primary user\|invite vendors later]]'''</U>).
		+
		+	If this field is left blank, the vendors will not receive the invitation emails and will not be able to log in.

	*'''Assignable''':		*'''Assignable''':

← Older revision		Revision as of 07:08, 30 March 2023
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	'''0''' — the finances are hidden, and vendors will not get any finance-related notification.		'''0''' — the finances are hidden, and vendors will not get any finance-related notification.
		+
		+	If this field is left blank, the finances will be hidden for vendors.

	'' You can change this setting in vendors' profiles at any time. For more details, please check the <U>'''[[Update vendor details#Access to finances\|Access to finances]]'''</U> section.''		'' You can change this setting in vendors' profiles at any time. For more details, please check the <U>'''[[Update vendor details#Access to finances\|Access to finances]]'''</U> section.''