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How to bulk import vendors

If you have an existing list of vendors you'd like to invite into Felix, it can be time consuming to invite them one at a time. Using our bulk import features invite hundreds of vendors at the same time without breaking a sweat. 


How to import a list of vendors

To bulk import a list of vendors into Felix:

  1. Navigate to the Invite Vendors page
  2. Click the Import a list tab
  3. Download the bulk import template
  4. Complete the mandatory email and vendor_title columns in the template
  5. Upload the template
  6. Select a Panel and Sign-Off Templates for the vendor
  7. Review the list of vendors
  8. Click Send Invitations



Each list of vendors imported uses the same panel and sign-off templates. You may need to perform multiple bulk imports depending on your panel & sign-off configuration.
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