Import vendors from Excel

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Revision as of 08:58, 30 March 2023 by Andrii (talk | contribs) (→‎Import vendors' general information)

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

Watch our video tutorial on how to import vendors — YT client.png

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.

It helps to avoid related errors when uploading the templates back into the system. The system values are language pairs, services, specializations, units, and currencies.

To import vendors, go to the Vendors page and click the "Import from Excel" button:

Import vendors button.png

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

Please note that you have to import the Vendors.xls template first so that vendor profiles are created (this template also allows you to enter general information about vendors). Once it is done, you may import the other templates in any order:

  • Vendors services — to enter services for vendors.
  • Vendors language pairs — to enter language pairs for vendors.
  • Vendors specializations — to enter specializations for vendors.
  • Vendors contacts — for entering the information on additional contact persons.
  • Vendors prices — to import prices for vendors.
  • Vendors payments — to import the payments for vendors.

To import vendors:

1. Download the template file for import by clicking the "Download Excel template" link, and fill it out (below, there are detailed instructions for each template).

2. Click the "Choose file" button to upload the template with your information into the system.

3. Click the "Submit" button to import the template:

Import vendors from excel.png

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.

Note: The importing feature can only be used for creating new profiles. It cannot be used for updating already existing ones (in this case, the template will be re-downloaded with a notification that the names are already used).

Import vendors' general information

1. Download and open the Vendors template. Here you can see the following:

Import vendors.5.png

2. Copy and paste the required information about vendors.

  • The following fields are mandatory to fill in: First name; Last name; Email; Name; Type; Default legal entity; Default currency.

Also, you may fill in the "Can log in", "Assignable", and "Finances visible" fields so that you do not specify these settings manually for each vendor after the template is already imported (please check the instructions below).

3. You need to select required fields from drop-down lists: Gender, Type, Default legal entity, Country, and Default currency.

  • Gender

Gender.png

  • Type — company, freelancer, in-house:

Type.png

  • Default legal entity — if you are using more than 1 legal entity for your business, you may enter them all into the system. For more info, please check the Legal entities page:

Default le import.png

Country 2.png

  • Default currency — you should define this list for your account in Protemos before downloading the template. For more details, please check the Currencies page:

Default currency.png

4. You need to enter 1 or 0 in the required fields: Can log in, Assignable, Finances visible, Works with all services, Works with all language pairs, and Works with all specializations.

  • 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, invitation emails from the system will not be sent, but you can 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 change this setting 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 change this setting in vendors' profiles at any time. For more details, please check the Access to finances section.

  • Works with all services:

1 — vendors provide all the services;

Note: 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 "Services" tab once the vendor profile is created or using the dedicated import template — VendorService.xlsx

  • Works with all language pairs:

1 — vendors work with all the language pairs

0 — enter 0 if you need to select what language pairs your vendors work with. It can be specified in the "Language pairs" tab once the vendor profile is created or using the dedicated import template.

  • Works with all specializations:

1 — vendors work with all the specializations;

0 — enter 0 if you need to select what specializations your vendors work with. It can be specified in the "Specializations" tab once the vendor profile is created or using the dedicated import template.


Note: If there are any errors, the file will be re-downloaded with mistakes indicated in the "Errors" column. Fix the errors and upload the file again.

Import vendors' services

1. Download and open the VENDORS SERVICES template:

Import vendor services3.png

2. Copy and paste the required information about your vendors' services.

3. You will need to select the required Service from the drop-down list in the template. You should define the Services before downloading the template:

4. If you need to enter several services for the vendor, you should add each of them in a separate line as shown in the example below:

Import vendor services4.png

Note: If there are any errors, the file will be re-downloaded with mistakes indicated in the "Errors" column. Fix the errors and upload the file again.

Import vendors' specializations

1. Download and open the VENDORS SPECIALIZATIONS template:

Import vendor spec.png

2. Copy and paste the required information about your vendors' specializations.

3. You will need to select the required Specialization from the drop-down list in the template. You should define the Specializations before downloading the template:

Sps.png

4. If you need to enter several specializations for the vendor, you should add each of them in a separate line as shown in the example below:

Import vendor multiple spec.png

Note: If there are any errors, the file will be re-downloaded with mistakes indicated in the "Errors" column. Fix the errors and upload the file again.

Import vendors' language pairs

1. Download and open the VENDORS LANGUAGE PAIRS template:

Import vendor lang pairs.png

2. Copy and paste the required information about your vendors.

3. Please select the required Languages from drop-down lists. You should define Language pairs before downloading the template:

1source lan.png 2target lang.png

4. If you need to enter several language pairs for the vendor, you should add each of them in a separate line as shown in the example below:

Import multiple lang pairs.2.png

Note: If there are any errors, the file will be re-downloaded with mistakes indicated in the "Errors" column. Fix the errors and upload the file again.

Import vendors' contacts

1. Download and open the VENDORS CONTACTS template:

Import contacts.png

2. Copy and paste the required information about your vendors' contacts and select the gender from the drop-down list if necessary.

Note: If there are any errors, the file will be re-downloaded with mistakes indicated in the "Errors" column. Fix the errors and upload the file again.

Import vendors' prices

1. Download and open the VENDORS PRICES template:

Import vendor prices.png

2. Copy and paste the required information about your vendors.

3. Please select the required Service, Languages, Specialization, Unit, and Currency from drop-down lists. You should define System values before downloading the template.

4. If you need to enter specific prices for different specializations, language pairs, services, currencies, and units for the vendor, you should add all needed combinations in a separate line as shown in the example below:

Import multiple prices for vendor.png

Note: If there are any errors, the file will be re-downloaded with mistakes indicated in the "Errors" column. Fix the errors and upload the file again.

Import vendors' payments

1. Download and open the VENDORS PAYMENTS template:

Import vendor payments.png

2. Copy and paste the required information about your vendors.

3. Please select the required Currency from drop-down list. You should define Currencies before downloading the template.

1currencypaymtemplate.png

Note: If there are any errors, the file will be re-downloaded with mistakes indicated in the "Errors" column. Fix the errors and upload the file again.

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