How do I export data from Supplier Onboarding?
What is the issue you're facing?
I want to export data from my Supplier Onboarding event, how do I do this?
Solution
Participant Summary Data
To download the Participant summary which will include all of the information you see for all suppliers on your Participant Summary tab within Supplier Onboarding, navigate to the Participant Summary page and then click the "Download" button at the right of the page next to the filter function. The requesting user will then be sent an email with information.
Questionnaire data and answers
For all Suppliers
If you would like to download ALL of your suppliers answers to questionnaires you can do this by navigating to the relevant questionnaire within Supplier Onboarding, then click “Export answers” in the bottom right of the page.
This will then provide you with the option to Export all for all of the different questionnaires or The selected questionnaire for all suppliers.
For a single supplier
If you only want one supplier’s answers to a questionnaire you would need to navigate to the participant and navigate to the relevant questionnaire.
There is a download button at the bottom right of the page. Press this do download the selected suppliers responses to this questionnaire.
Related Articles
Supplier Onboarding Event Configuration Checklist
Before finalising your SIM Dojo onboarding process and inviting suppliers, we recommend checking that you’ve done the following: Essential: Mapped out your current onboarding process and considered whether this could be optimised / improved Top tip: ...
What is Supplier Onboarding?
Seamlessly integrated into our suite of eProcurement solutions, Supplier Onboarding is designed to support fast-paced and effective supplier onboarding. Supplier Onboarding allows you to customise your onboarding processes to ensure that all ...
How do I delete a supplier in the Supplier Onboarding module?
What's the issue you're facing? I would like to delete a supplier from my Onboarding platform. How do I do this? Solution To delete a supplier from your Onboarding platform you can do this in one of 2 ways. Method 1 Click into the supplier name and ...
Getting started with Supplier Onboarding
What's the issue you're facing? I have purchased the Supplier Onboarding module and need to set this up but am not sure where to start. What should I do? Solution The below articles should help you understand and navigate setting up your Supplier ...
Configuring Supplier Onboarding - Mapping out your process
Supplier Onboarding is designed to help you take your current onboarding process and make it quicker and more versatile by transferring it into our simple online format. Before jumping straight into getting your account set up, we strongly recommend ...