Create vendors with a spreadsheet

Setup spreadsheets save time and let you create multiple items at once.

  • The menu displays spreadsheets matching your permissions.
  • Always download a new spreadsheet before you begin adding data because the spreadsheet is populated with information from your database. 
  • To avoid errors when creating different objects refer to the required upload order.
  • To save time when creating many objects, select from the drop-down menu and then copy and paste the value into the other rows.

Format rules

  • Enter all information as text or dates.
  • You can add sheets to the notebook, UtilityManagement only processes the sheet named DataEntry.
  • Do not rename, remove, or rearrange columns.

Download the vendor create spreadsheet

On the Create page, click Setup Spreadsheets.

  1. From the Setup Spreadsheets Log, click Download.
  2. Under Create Spreadsheets, choose Vendors.
  3. Download the spreadsheet.
  4. The name format yyyymmdd-CREATE_Vendors.xlsx.
  5. Add your information and save.
  6. Use Import to upload your spreadsheet.
  7. The Setup Spreadsheets Log reports the results and any errors. You can download the kickout (errors) spreadsheet from the hyperlink, fix any errors, and upload the error sheet.

Permissions

The ability to create objects is determined by user role and any limits placed on the user's topmost place or topmost cost center.

Maximum length for codes and names

The column header lists the maximum length for each attribute. When entering data, a red cell indicates the name or code exceeding the specified length. If you upload the spreadsheet without fixing the cell, the row fails to process and an error spreadsheet is created.

Create vendors spreadsheet details

Column

Rules

Vendor Code

Your organization may have codes for vendors or you can use the vendor name as the code.

This code must be unique. The row fails to process if a duplicate is found in your database. 

Vendor Name

Duplicates are permitted but not recommended.

Website

Optional URL of the vendor website.

Allowed characters for codes

  1. A-Z, no lower case letters
  2. 0-9
  3. &
  4. _
  5. /
  6. -

Example 

example spreadsheet