Difference between revisions of "Import vendors from Excel"

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The vendors’ information is imported step-by-step.
 
The vendors’ information is imported step-by-step.
  
1. Download Excel template and fill it out.  
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1. '''Download Excel template''' and fill it out.  
  
2.      Clicking the "'''Choose file'''" button to upload the template with your information to the system.  
+
2.      Click the "'''Choose file'''" button to upload the template with your information to the system.  
 
          
 
          
 
3. Press the "'''Submit'''" button to import the template:
 
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. Correct the mistakes, to be able to import the information again.
+
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. Correct the mistakes, to be able to import the information again.
  
 
Use the '''VENDORS''' template to enter general information about vendors,  
 
Use the '''VENDORS''' template to enter general information about vendors,  
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'''VENDORS CONTACTS''' to enter the contact information of employees (if the vendor is a company)  
 
'''VENDORS CONTACTS''' to enter the contact information of employees (if the vendor is a company)  
  
and the '''VENDORS PRICES''' to import prices for vendors.
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and the '''VENDORS PRICES''' to import prices for vendors.
 
 
Just Download Excel template that you need, fill it and upload in Protemos.
 

Revision as of 17:34, 1 January 2017

Vendors import page: http://cloud.protemos.com/vendor-import/index



If you already have the list of vendors, language pairs, contacts and prices, you can easily import it on this page without entering such information manually.

The vendors’ information is imported step-by-step.

1. Download Excel template and fill it out.

2. Click the "Choose file" button to upload the template with your information to 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. Correct the mistakes, to be able to import the information again.

Use the VENDORS template to enter general information about vendors,

VENDORS LANGUAGE PAIRS to enter the language pairs for vendors,

VENDORS CONTACTS to enter the contact information of employees (if the vendor is a company)

and the VENDORS PRICES to import prices for vendors.