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:

1. Click the Actions button at the top right corner.
2. Select Import CSV.
   
   
3. In the popup box, click this template to download the template.
4. Fill out the downloaded template and save it.
5. Attach the file in the dropzone link.
6. Click the Import button.
   
   
7. 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.
       
       
8. Click the Next button. This will take you to the import preview.
9. If everything looks good, click the Complete Import button.
   
   

 

NOTES:

• 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.