Bulk Import Vendors from a List

The company management console allows you to add several vendors to your company directory at once by uploading a CSV or Excel file containing the list of vendors.  

The process involves two steps:

• Step 1 - Create a list of subcontractor/vendor companies
• Step 2 - Upload the list to the management console

Step 1 - Create a list of subcontractor/vendor companies

Requirements of the CSV or the Excel file

There are six mandatory fields for each company entry in the list:

• • Company Name – The label of the company as registered with Linarc
  • Business Type - The company's line of business.
  • Contact Person - The name of the representative of the vendor company
  • Title - The position of the contact person in the vendor company
  • Phone Number - The contact number of the representative, with the  country code
  • Email Address - The email address of the representative.
• Each line in the file should contain one company entry
• The file should contain a header row with the following values ‘CompanyName', businessType', 'contactPerson', 'title', 'phoneNumber', and 'emailAddress'.
• Each vendor entry should contain the values for the fields in the header.

Create a CSV or Excel file with the list of subcontractors/vendors

• Log in to your company management console
• Click 'Vendors' on the tab and 'Invite' on the left
• Click the button on the top right to open the 'Upload list' screen
• Click 'Download file format' to download a blank Excel file containing the required field headers.

• Enter the details of the companies one by one in each row.

Step 2 - Upload the list to the management console

• Return to the 'Upload List' screen
• Drag and drop the CSV or Excel file to the ‘Upload List’ box

The vendors are added to the draft list.

• Click the ‘Tick’ icon at the top right.
• Your entries are validated and added for sending invitations if there are no errors in them.
• If there are any errors, like duplicate phone numbers, email addresses or the company has not enrolled itself to Linarc, the respective error message is shown:

• You can edit the details to correct the errors and click the tick button again to upload your list.
• For the companies that have yet to enroll with Linarc, you can request that Linarc invite them. See Request Linarc to Invite a Company for more details.

The vendors are moved to the ‘Pending’ on the left. An invite is sent to each vendor. Once they accept the invitation, they will be added as your active vendor and available to add as collaborators in your projects.

Once added, you can invite the vendor to collaborate on a project, exchange RFIs, propose/accept bids, and share tasks.

• Click the ‘Active’ tab on the left to view the list of your associates
• Select an associate to view their details.