How to import suppliers

When you have a list of suppliers that you want to collaborate in ecratum, adding them in a bulk to our platform will help you save a significant time compared to adding them one by one. To do this, we included an import feature in our application which simply lets you add all your suppliers at once.

• In order to import your suppliers, go to My Suppliers page, click on the New Supplier drop-down button and then select Add multiple suppliers option.

• Then, you will be landed on the page that lists the imports that you did before and a button called Import Suppliers With CSV that enables you to do an import.

• After pressing Import Suppliers With CSV, you will have a modal displayed that asks you to upload a CSV file that meets the requirements written on the modal.
• To confirm the import, click on the Start Importing button after uploading a CSV file with the stated requirements. The suppliers in that file will be available under the “Connection Status” tab of “My Suppliers” page at the end of the import.

You can start sending tasks to the suppliers that you added via the import feature and work on behalf of them. However, if you want them to get active, you need to send an invitation to them so that they can create an ecratum account and actively collaborate with you.

Read more:

• How can I send an invitation to a custody supplier?