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.