Difference between revisions of "Import vendors from Excel"

Revision as of 12:46, 25 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:

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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.

Import vendors' general information

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

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2. Copy and paste the required information about vendors.

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

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

4. You need to enter 1 or 0 in the required fields: Can log in, Assignable, and Finances visible.

• 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.

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:

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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:

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:

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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:

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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:

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:

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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:

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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:

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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:

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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.