How to - Diversity Data Enrichment

The Supplier Upload/Data Enrichment Process consists of 5 main steps.

Step 1 - Downloading  

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

Click on the Template Download icon.

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.

1. Required Fields are:

• • Company Name*
  • Supplier/Vendor Internal Number*
  • Address
  • City 
  • Country
  • State (when applicable)
  • Zip (when applicable)

2. Recommended Fields are:

• • TIN/EIN
  • Email

3. Optional Fields are in black

Step 3 - Upload supplier data

To complete the upload, click on the Create New Job link.

Click Upload to upload a new data template. 

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

Click on the Load File button.

*You may select Data already in the system to request a unique data file

Next, the system will check the template and make sure you have all the data in the right place.  If you are using the downloadable 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.

Step 4 - Enrich the Data

Once you have received notification that the upload processing is complete, you may enrich your data by requesting a data file. 

Step 5 - Review Results

You will be notified once filing is complete. Select Download Requested Data File to receive a file type of your choice. 

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 hour or less. 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.

Enriching your data typically takes around an additional 1-2 hours depending on how many files are being requested.

What if there were issues with my data?

After you have received notification that your upload processing is complete, log in to the Data Enrichment console to review records. You will be notified of any unsuccessful uploads at this portal, see notification example below. 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 diversity data enrichment walkthrough.