Difference between revisions of "Import vendors from Excel"
(→Vendors specializations import) |
Aleksandra.d (talk | contribs) (→Vendor general information import) |
||
| Line 59: | Line 59: | ||
'''1'''—vendors will be able to log in (in that case, vendors will get invitation emails from the system once you import the template). | '''1'''—vendors will be able to log in (in that case, vendors will get invitation emails from the system once you import the template). | ||
| − | '''0'''—vendors will not be able to log in (in that case an invitation email from the system will not be sent, but you will be able to invite vendors later). | + | '''0'''—vendors will not be able to log in (in that case, an invitation email from the system will not be sent, but you will be able to invite vendors later). |
*'''Assignable''': | *'''Assignable''': | ||
| Line 67: | Line 67: | ||
'''0'''—vendors will not appear in the drop-down lists, thus, you will not be able to assign jobs to them. | '''0'''—vendors will not appear in the drop-down lists, thus, you will not be able to assign jobs to them. | ||
| − | '' You | + | '' You can update this information in vendors' profiles at any time. For more details, please check the '''<U>[[Update vendor details#Assignability|Assignability]]</U>''' section.'' |
*'''Finances visible''': | *'''Finances visible''': | ||
| Line 75: | Line 75: | ||
'''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. | ||
| − | '' You | + | '' You can update this information in vendors' profiles at any time. For more details, please check the '''<U>[[Update vendor details#Access to finances|Access to finances]] </U>''' section.'' |
<span style="color:red">'''Note:'''</span> If there are any errors, the file will be re-downloaded with errors marked in the column '''U “Errors”'''. | <span style="color:red">'''Note:'''</span> If there are any errors, the file will be re-downloaded with errors marked in the column '''U “Errors”'''. | ||
Revision as of 15:41, 24 February 2020
Vendors import page: http://cloud.protemos.com/vendor-import/index
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.
To do that, go to the Vendors page and press the "Import from Excel" button:
The vendors' information is imported step-by-step.
1. Download the template file for import by clicking the "Download Excel template" link, and fill it out.
2. Click the "Choose file" button to upload the template with your information into the system.
3. Press the "Submit" button to import the template:
If the filled file has no mistakes, the information from it will be imported into the system.
Otherwise, the file will be returned with an indication of the found mistakes in the Errors column. Correct the mistakes to be able to import the information again.
- VENDORS—use this template to enter general information about vendors.
- VENDORS SPECIALIZATIONS—to enter specializations for vendors.
- VENDORS LANGUAGE PAIRS—to enter language pairs for vendors.
- VENDORS CONTACTS—for entering the contact information of employees (relates to the Company category of vendors).
- VENDORS PRICES—to import prices for vendors.
Contents
Vendor general information import
1. Download and open the VENDORS template. Here you can see the following:
2. Copy and paste the needed information about vendors.
3. You will need to select required fields from drop-down lists: Type, Country, and Default currencies.
- Type (Company, Freelancer, In—house):
- Country (should be specified using ISO-3166 alpha-2 code. See the list of codes here — https://en.wikipedia.org/wiki/ISO_3166-1):
- Default currency—you need to define this list for your account in Protemos before downloading the template. For more details, please check the Currencies page:
4. You will need to enter 1 or 0 in the required fields: Can log in, Assignable, and Finances visible.
- Can log in:
1—vendors will be able to log in (in that case, vendors will get invitation emails from the system once you import the template).
0—vendors will not be able to log in (in that case, an invitation email from the system will not be sent, but you will be able to invite vendors later).
- Assignable:
1—vendors will appear in the drop-down lists while assigning jobs.
0—vendors will not appear in the drop-down lists, thus, you will not be able to assign jobs to them.
You can update this information in vendors' profiles at any time. For more details, please check the Assignability section.
- Finances visible:
1—vendors can see their finances
0—the finances are hidden and vendors will not get any finance-related notification.
You can update this information in vendors' profiles at any time. For more details, please check the Access to finances section.
Note: If there are any errors, the file will be re-downloaded with errors marked in the column U “Errors”. Fix the errors and upload the file again.
Vendors specializations import
1. Download and open the VENDORS SPECIALIZATIONS template:
2. Copy and paste the necessary information about your vendors' specializations.
3. You will need to select the required Specialization from the drop-down list in the template. You can edit this list for your account in Protemos before downloading the template. For more details, please check the Specializations page:
4. If you need to enter several specializations for the vendor, you should add every of them in a separate line as shown in the example below:
Note: If there are any errors, the file will be re-downloaded with errors marked in the column D “Errors”. Fix the errors and upload the file again.
Vendors language pairs import
1. Download and open the VENDORS LANGUAGE PAIRS template:
2. Copy-pasted the necessary information about your vendors' language pairs.
3. You will need to select the required Source language and Target language fields from drop-down lists in Excel file. You can edit this list for your account in Protemos before downloading the template. For more details, please check the Language pairs page:
4. If your vendors work with several language pairs you need to enter the data in the following way:
Note: If there are any errors, the file will be re-downloaded with errors marked in the column E “Errors”. Fix the errors and upload the file again.
Vendors contacts
1. Download and open the VENDORS CONTACTS template:
2. Copy pasted the necessary information about your vendors' contacts and select the gender from the drop-down list.
Note: If there are any errors, the file will be re-downloaded with errors marked in the column I “Errors”. Fix the errors and upload the file again.
Vendors prices import
1. Download and open the VENDORS PRICES template:
2. Copy-pasted the necessary information about your vendors' prices.
3. You will need to select the required Service, Specialization, Languages, Currencies and Units fields from drop-down lists in Excel file. You can edit this list for your account in Protemos before downloading the template.
4. If your vendors work in several specializations, services, languages and so on, you need to enter the data for each specific language pairs, services, specializations, units in the following way:
Example: Eva Apple translates from English to French in Marketing, Engineering, and Informational Technology specializations and you want to define the prices for all of them, see the picture how it is supposed to look.
Note: If there are any errors, the file will be re-downloaded with errors marked in the column J “Errors”. Fix the errors and upload the file again.
