Imports

Learn how to efficiently manage bulk operations through the platform's comprehensive import functionality.

Summary​

The Imports feature empowers procurement teams to perform bulk operations efficiently through CSV file imports. This functionality supports various operations, including user management, offer approvals, UNSPSC code updates, and more. By leveraging bulk imports, you can significantly reduce manual data entry time and minimize human error.

Key Benefits​

The import functionality transforms how you manage procurement data:

• Streamlined Operations: Reduce hours of manual work to minutes through automated bulk processing
• Data Accuracy: Minimize human error with standardized import templates
• Process Efficiency: Handle thousands of records simultaneously
• Time Management: Free up valuable time for strategic procurement activities
• Scalability: Easily manage growing data volumes without additional resources

Accessing Imports​

Navigation Options​

1. Settings Menu

   • Access through Settings
   • Navigate to Files section
   • Select the Imports Tab

2. Quick Access

   • Use main search bar
   • Type "Imports"
   • Direct navigation

Import Management Interface​

The interface provides comprehensive import tracking designed for efficiency:

• Real-time Status: Monitor ongoing imports with live progress updates
• Progress Tracking: Visual indicators show completion percentage and remaining time
• Error Detection: Immediate notification of any issues during import
• File Management: Easy access to original and error files for quick troubleshooting

These features ensure transparency throughout the import process, allowing you to:

• Monitor multiple imports simultaneously
• Quickly identify and resolve any issues
• Maintain a clear audit trail of all data imports
• Optimize your import processes over time

Import Types​

Choose an import type to see detailed steps and tutorials:

• Users
• Offer approvals
• UNSPSC codes
• Units of Measure
• Categories

Best Practices​

Data Preparation​

Maximize import success with proper preparation:

• Verify data accuracy before import
• Follow template formats strictly
• Back up original data
• Test with small batches first

Import Management​

Ensure smooth operations through proper management:

• Monitor progress regularly
• Review error reports promptly
• Document import history
• Maintain data consistency

Error Handling​

Address issues efficiently and systematically:

• Check error files immediately
• Address issues systematically
• Document resolutions
• Update processes as needed