Difference between revisions of "Import vendors from Excel"
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*'''Finance''': '''1'''—the vendor can see their finances and '''0'''—the finances are hidden and the vendor will not get any related notification. | *'''Finance''': '''1'''—the vendor can see their finances and '''0'''—the finances are hidden and the vendor will not get any related notification. | ||
| − | <span style="color:red">'''Note:'''</span> If there are any 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”'''. |
Fix the errors and upload the file again. | Fix the errors and upload the file again. | ||
Revision as of 15:43, 20 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.
Vendor general information import
1. Open the downloaded template. There you can see the following:
2. Copy and paste the needed information about vendors.
3. You will need to select required fields like Type, Country, and Default currencies from drop-down lists in Excel file.
- 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 manage this list for your account in Protemos before import.
4. You will need to enter 1 or 0 in required fields like Can log in, Assignable and Finances visible in Excel file.
- Can log in: 1—can log in (in that case, the vendor will get a notification by email) and 0—can not log in.
- Assignable: 1—the vendor will be in the drop-down lists while assigning a job and 0—the vendor will not be in the drop-down lists and you will not be able to assign them jobs.
- Finance: 1—the vendor can see their finances and 0—the finances are hidden and the vendor will not get any related notification.
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.
