Importing a CSV file enables you to pre-create a large number of packages simultaneously. It can also be utilised to update a bulk quantity of packages if needed.
Watch the video below to learn how to import a procurement schedule.
To import a procurement schedule:
- Click the Actions button at the top right corner.
- Select Import CSV.
- In the popup box, click this template to download the template.
- Fill out the downloaded template and save it.
- Attach the file in the dropzone link.
- Click the Import button.
- Select from the following options:
- Add new packages - Every row in the import file will be added as a new package and the existing ones will not be deleted or updated.
- Update existing packages - Only matching packages between the schedule and the import file will be updated.
- Selecting this, a dropdown field will appear for you to select a column with unique values to match the import file and existing packages.
- Update existing packages and add new packages - Only matching packages between the schedule and the import file will be updated. Non-matching packages will be added as new packages.
- Selecting this, a dropdown field will appear for you to select a column with unique values to match the import file and existing packages.
- Click the Next button. This will take you to the import preview.
- If everything looks good, click the Complete Import button.
- The template should be in a CSV format only.
- You can remove columns in the template and these don't necessarily need to be in the same order as long as the Title column is included and matches the title.
