Difference between revisions of "Import vendors from Excel"
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If the filled file has no mistakes, the information from it will be imported into the system. | 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 | + | 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. |
Use the '''VENDORS''' template to enter general information about vendors, | Use the '''VENDORS''' template to enter general information about vendors, | ||
Revision as of 10:19, 29 August 2019
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.
Todo 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.
Use the VENDORS 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 to enter the contact information of employees (if the vendor is a company)
and the VENDORS PRICES to import prices for vendors.
