Suppliers can work quickly on hundreds of PO Lines using the import tool within the SourceDay Dashboard. Imports can be especially helpful for suppliers collaborating on PO Ship Date or suppliers that must provide a date when first confirming orders.
With bulk imports suppliers can use one excel file to accomplish the following on PO Lines:
- Accept or confirm orders as-is
- Propose changes
- Propose splits (if buyer company is enabled)
- Propose cancellations
- Create Advanced Shipping Notices
Improvements to imports coming soon!
- NEW imports template - you will need to update your template.
- Quick access: Instantly access imports function from the Purchase Order Dashboard or the Shipments page.
- Guided experience: A step-by-step process with column matching and validation checks, allowing suppliers to make final adjustments before importing data into SourceDay.
- Intuitive cues: Clear, actionable prompts to quickly address any issues, ensuring a smooth import process.
- Post-import options: Once the import is complete, multiple file types are available for easy reference.
Watch this short overview to see how imports is changing.
Interested in participating in our testing program for imports? Email us as product@sourceday.com.
What's changing with supplier imports?
Imports access |
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| Previously | Supplier imports were accessible via dropdown menu near account settings. | |
| Now |
Accessible directly from the PO Dashboard & the Shipments Dashboard. |
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Four step import guide |
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| Previously | In app guidance was not available. Suppliers could follow along using the help center or reach out to support. | |
| Now |
Four step guided process on file upload, matching columns, data validation, and file review. |
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Guided column matching step |
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| Previously | Mapping column headers from your import file required you to select from a long list without any indicators or guide along the way. Suppliers had to frequently refer to the csv/excel file. | |
| Now |
Once the template file is loaded SourceDay will automap columns if using the import template. Additionally you will be given a text preview of the information within the column to enhance mapping accuracy. The left side provides a running list of columns mapped or needing to be mapped. |
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All new validation step |
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| Previously | You were not able to validate or correct the data once the file was imported. PO lines with errors failed to be processed and had to be corrected on your import file and uploaded again or resolved manually through the PO Dashboard. | |
| Now |
Four step guided process on file upload, matching columns, data validation, and file review. You can correct any errors directly during the validation step or select not to include that row when processing the file. SourceDay will highlight any PO Lines with potential errors and provide clear steps to resolve before processing the import file. Additionally, you can edit the details directly in SourceDay before processing. Just click on any of the values to re-enter or remove information. |
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How do I use imports?
To set up imports you'll need to spend about 5 mins setting up your excel/csv file. This involves downloading a template from SourceDay and populating it with your PO data. Once the file is ready to be imported into SourceDay you will need to verify that the columns match and then you are ready to go!
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