Import in bulk faster and with fewer errors

You can now import suppliers, systems, contracts and business functions data in bulk, using a redesigned import experience that makes large uploads easier, more flexible, and more reliable.

Note

Other entities will be supported in future updates.

What’s new

Import up to
2,000 elements
at once.
Upload
any Excel, CSV, JSON, TSV, XML, PDF file
or use our template.
Preview, edit, and fix errors
directly in the import flow before completing the import.
Automatically map
fields and dropdown values when possible.
Import suppliers with their
connections
using custom relations.
Built-in data validation
and cleanup, including date formats, phone numbers, and unsupported values.
Permission to import
, is now automatically granted to users who can create suppliers, systems, contracts or business functions.

How this benefits you

Catch and correct errors early, reducing post-import cleanup.
Handle large datasets faster, even from diverse source files.
Maintain connections between entities and other resources automatically.

To get started, open the relevant supported entity, click

Options

Import

. For detailed instructions, see the Help Center article.