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Help > Admin - Bulk upload-vendors
Yes, FactWise offers a bulk vendor import feature to populate vendor directories with ease. Click the bulk import icon <icon> on the top right of the Vendors dashboard to begin the process. Generate a csv template for your vendor directory by specifying the maximum number of preferred items possible. Open the auto-downloaded csv file and populate the spreadsheet as per field titles in the third row, and explanations and examples in the top two rows of each column. User inputs commence row 4 onwards.
Some fields may allow multiple values. In order to do this, n columns need to be added for the same field, if it has n values. For example, if vendor A has 12 preferred items, columns should be added for the Preferred Item Code.
Note: The additional column for a particular field should be added directly to right next of the corresponding column and not at any other place.
When your spreadsheet is accurately populated, attach it to the Bulk Vendor Import popover and click Upload. Resolve errors, if any, and then access the newly added vendors via the Vendors dashboard.
Currently, it is necessary to use the csv template format provided by FactWise. Please ensure:
In case an uploaded file template has errors, users will see a preview page of the entire spreadsheet with errors highlighted in red. Double-click the cell with the error (red fill) to resolve the error on that page itself and then click the Re-Upload button. Alternatively, make necessary modifications on the csv file locally and re-attach it to the Bulk Vendor Import popup.
Check the following fields and conditions for vendor upload errors:
Yes, rescinding a vendor invitation will remove the vendor from your vendor directory.
Make sure that the vendor has not been added to any events.
Make sure that the vendor has been assigned to all relevant entities.
No, vendor codes must be unique for each vendor organization in the vendor directory.
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