Update vendors with a spreadsheet
What the spreadsheet is for
You can use the Update Vendors spreadsheet to view and bulk update vendor details. This is helpful when you need to manage large amounts of data efficiently.
For vendors
Use the spreadsheet when you want to:
- View a list of all vendors.
- View or update the vendor's name, code, or other details.
What you can't do
- ❌ You can't delete vendors with this spreadsheet. Use the Actions menu in the Vendors and Rates module.
- ❌ You can't delete values.
How it's organized
- Vendors are sorted alphabetically by code.
What happens on upload
- Only rows without errors are processed
- If there are issues:
- You'll get an error file with messages for each row.
- Cells with problems will be highlighted in red.
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.
- From the Setup Spreadsheets Log, click Download.
- Under Update Spreadsheets, choose Vendors.
- Download the spreadsheet.
- The file name format is
yyyymmdd-UPDATE_Vendors.xlsx
. - Add your information and save.
- Use the Import icon to upload your spreadsheet.
- 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. |