How to bulk upload Suppliers into SRM

How to bulk upload Suppliers into SRM

What is the issue you're facing?

I want to upload a list of my participants (suppliers) at once into SRM. Am I able to do this?

Solution

You are able to bulk upload suppliers into SRM. In order to do this please use the following steps:
  1. You would first need to create a Sourcing Event with all of said participants added to the participant summary tab and take that event live
  2. Once this has been done, you would need to navigate to the "Participants Groups" page which can be found in the Admin drop down (top right of your page)

  1. You would then need to click on "Download template" next to the option to "+ Upload Participants"
  1. Once you have downloaded the template, ensure that you have filled in all necessary columns (Email address of the participant, company name and the host group that participant attains to).


Notes
Any information the supplier has fulfilled themselves when they signed up will then pull through once you upload that template via he "+ Upload Participants" function.

Depending on the size of the upload you are doing, (if larger than 100 suppliers) this may take a few minutes to submit.

Please do not cross off or reload the page else you may need to do the upload again.

If you do not have the Admin drop down on your account enabled this means that you do not have permission to do this and you would need to ask your SuperHost to do this for you.