How do I import vendors and vendor contacts data?

Users can import vendors into the system using an excel sheet by doing the following: 

• Select “Vendors” from the top navigation bar 
• Select the downwards facing arrow icon in the upper right corner (“import”) 
• Select the excel file with the vendor information
• Choose whether you want to skip or overwrite duplicate information 
• Map the excel columns to corresponding fields by selecting relevant choices from the dropdown menu 
• Turn “ON” the “Send Hotlist” and “Send Requirement” to enroll vendors in mass mail 
• Click “Import” 

Note: To import the vendor and vendor contact details, the user must have the permissions. The permissions can be given from Setup > Access Management > Access Control > Vendors > Action Permissions > Import.