How To: Upload a Vendor File

Summary:

Adding or updating vendor information through file uploads, an efficient method for managing large volumes of data. Users log in, access the Import tab, and download the sample CSV template to prepare vendor data. Files are uploaded in Add/Update mode and processed by the system. Successfully processed files appear in the Processed Files section with downloadable summaries, while errors are flagged in the Error Files section, including details for correction and resubmission.

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Uploading a vendor file into VendorProof is one of two methods for adding or updating vendor information within your VendorProof system. Please refer to this article to learn how to update your vendor data manually.

Updating vendors by uploading a vendor file is the preferred approach for managing large volumes of vendor data: 

1. 1. Log in to VendorProof
   2. Select the "Import" tab
   3. Scroll to the bottom of the page and download the upload template by clicking on the file named "VendorProof Sample File Import (CSV)"

1. 4. Complete the upload file with the necessary data. Refer to this article for guidance on how to construct your vendor file
   5. Click the "Upload file" button located in the "Submit Files" section
   6. Select the data import mode (Note: Use Add/Update mode ONLY)
   7. Click the "Choose File" button and select the file you intend to upload
   8. Click the "Upload File" button to import your data into the VendorProof system
   9. After submission, your file will appear in the "Incoming Files" section until the system completes processing

10. Once your file has been successfully processed, it will be listed in the "Processed Files and Results" section. You may download a copy by clicking on the file name.
11. You can also view a summary of the file, including details such as skipped lines and the number of results submitted, by clicking the "View Summary" button.
12. If errors cause the file to fail processing, it will appear in the "Error Files and Results" section. Similar to step 11, you may download the file and view a summary outlining the reasons for failure by clicking the "View Summary" button.