How to - Uploading Suppliers

This tutorial will show you how to complete the supplier upload process.  You may watch the quickstart video below [1:09] or use the step by step instructions.

The Supplier Upload Process consists of 3 main steps:

1. Download the template
2. Fill it out
3. Upload

Step 1 - Downloading the template

This is typically done by downloading and populating the built in Excel template from the supplier upload console.

Click on the Template Download icon - we recommend you use the Excel template

Step 2 - Fill out the template

Open the template and complete all of the required fields, recommended fields, and optional fields for which you have data.

Required Fields are:

• Company Name*
• Supplier/Vendor Internal Number*

Recommended Fields are:

• TIN/EIN
• Email
• Address
• City 
• Country
• State (when applicable)
• Zip (when applicable)

Optional Fields are in black

Here is an example of a template filled out with supplier data:

Step 3 - Upload supplier data

The upload process helps to accomplish 2 things:

• Make sure we have all of your data
• Make sure we have everything in the right place.

To complete the upload, click on the New Upload link.

Find the file on your desktop by clicking the Browse button; then,

Click on the Load File button.

Next, the system will check the template and make sure you have all the data in the right place.  If you are using the system template, this process will be done automatically for you.  If you are using your own template, the tool may ask you to map the fields in your Excel document to the upload fields the system recognizes.

Now you are ready to complete the upload.

Click on the Process File button to get things started.

How long will my upload take?

The time to process your upload depends on the number of records in your file and the number of requests in the queue.  Typically uploads complete within about 1-3 hours. However, you may experience a longer wait time if things are busy. 

In any case, we will send you an email when your upload file has been processed and you will see an alert in the system as soon as the processing is completed.

What if there were issues with my data?

After you have received notification that your upload processing is complete, log in to the Supplier Upload Console to review records. You will be notified of any unsuccessful uploads at this portal. Processing metrics will be provided for all uploads. Some common reasons for unsuccessful processing include missing data fields and incorrect data field mapping when using your own Excel template. To learn more, please review the supplier upload console walkthrough.