CSV import & export actions on agreements

Overview

Spendflo’s Vendor Management module helps to streamline vendor listing and allows users and admins. With this on the Spendflo platform, users can prefer to add the vendor details via CSV import action. To know more about it, read the following steps provided in this documentation:

Import agreements via CSV

Step 1. From the Spendflo platform’s navigation bar, click on Vendor Management → Vendors, to get started.

Step 2. From the vendor listing page, click on “Import CSV” from the right side of the vendor table.

Step 3. From the pop-up, complete the upload step by dropping the CSV file. The file can also be browsed from within the platform if available.

Note: As required, users can click on "Download Sample CSV" in order to follow the recommended format as provided. 

Step 4. Once uploaded, click on “Continue”.

Step 5. The result will be shown as “Import Successful” and how many contracts were imported from the uploaded file.

Export agreements via CSV

From the vendor listing page, click on “Export CSV” from the right side of the vendor table. This one-click action helps to export the current agreements listing as a CSV file.

This is how CSV imports and exports are done. To know more about managing vendor agreements, click here to read.