Difference between revisions of "Import vendors from Excel"
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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. | 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 '''<U><span style="background-color:yellow">[https://cloud.protemos.com/vendor/index Vendors] </span> </U>''' page and press the '''"Import from Excel"''' button: | |
[[File:Import vendors button.png|border|1000px]] | [[File:Import vendors button.png|border|1000px]] | ||
Revision as of 10:26, 29 August 2019
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.
