Imports

Imports allows Procurement to import CSV files containing bulk information or actions to perform, such as creating users or performing offer approvals.

All past and in progress imports can be viewed on the Imports page. From here, new imports can also be initiated.

To view all past and in progress imports, navigate to the Imports page of the platform within the Settings area, or by searching for Imports in the main search bar.

Clicking on an import will take you to the import details page, showing progress stats and any errors that occured. From here, the original file can be downloaded by clicking the Download File button. If available, an error file can be downloaded by clicking the 'Download Errors' button.

Users can be added to your Team in bulk by importing their names and email addressess with a CSV file. To import users:

1. Head over to the Imports page within the Settings area of the platform.

2. Click the Import button and select the User option.

3. Download the provided template if needed, and populate the file with all 3 required fields: Name, Email and Role. See here for more details on the fields.

4. Drag and drop or click to browse for the populated file, then click Continue.

5. View the progress of the user import on the Imports page.

Pending offer approvals can be actioned by importing a list of products for specific countries, along with whether to approve or reject each one. To import offer approvals:

1. Head over to the Imports page within the Settings area of the platform.

2. Click the Import button and select the Offer Approval option.

3. Determine which products you would like to action the pending offer approvals for. To assist with this, pending offer approvals can be exported, which will provide you with a list of product UUIDs. These can be exported from the Offer Approvals page or the Exports page.

4. Download the provided template if needed, and populate the file with all 3 required fields: Product UUID, Country and Action. See here for more details on the fields.

5. Drag and drop or click to browse for the populated file, then click Continue.

6. View the progress of the offer approval import on the Imports page.

When importing users, you will be asked to provide certain information. Here is a description of each field:

• Name: The first and last name of the user.
• Email: The email address of the user.
• Role: The role to assign to the user, must match one of the roles on the roles page.

When importing offer approvals, you will be asked to provide certain information. Here is a description of each field:

• Product UUID: The product or product_variant UUID.
• Email: ISO 3166 Alpha-2 country code.
• Role: Either approve or reject.