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Update vendors with a spreadsheet

Update spreadsheets save time and allow you to update multiple items at once.

  • Update spreadsheets typically display two columns for each attribute, updates should be entered in the white columns.
  • Always download a new spreadsheet before you begin adding information because each sheet is populated with data from the database.

Formatting rules

  • All information should be entered as text or dates.
  • You can add sheets if needed, UtilityManagement only processes the sheet named DataEntry.
  • Do not remove columns.

Download the update spreadsheet

In the Create dialog, click Setup Spreadsheets.

  1. From the Setup Spreadsheets Log, click Download.
  2. Under Update Spreadsheets, choose Vendors.
  3. Download the spreadsheet.
  4. The file name format is yyyymmdd-UPDATE_Vendors.xlsx.
  5. Add your information and save.
  6. Use the Import icon to upload your spreadsheet.
  7. The Setup Spreadsheets Log reports the results and any errors. You can download the error (kickout) spreadsheet from the hyperlink, fix any errors, and upload the error sheet.
Available update columns are listed below.

Column

Rules

Vendor Code Update

This code must be unique. A duplicate row fails to process.

Vendor Name Update

Update the vendor name, duplicates are permitted but not recommended.

Website Update

Optional.