Onboard Suppliers

Buyers use the Supplier Upload tab to import Supplier data into Textura Supplier Finance. Users with the permission to upload see the tab at the top left of each page.

Note: This section of the guide is applicable to Buyer Administrator users only. Supplier Upload is a secured function.

Supplier Upload is secure:

• Users in a Buyer organization must have a specific permission in their user profiles to manage Supplier data.
• An easy-to-use import file mechanism ensures secure, auditable Supplier data is simple to upload and maintain
• A Supplier bank detail approval workflow ensures that all Supplier data is verified, supporting the internal audit requirements of a Buyer organization.

Supplier data files may include new Supplier organization data and/or updates to existing organizations. A variety of Supplier data formats are supported. For more details contact Textura Customer Support.

1. Navigate to the Supplier Upload tab.
2. Choose Browse to select a Supplier data file. A File Upload dialog box appears. The File Upload dialog box allows you to choose a document from your computer to upload.
   1. Navigate to the file you want to upload.
   2. Select the file.

      The path and filename will display in the browse control.

3. Select the Upload button to submit the Supplier data file.

   If the file uploads successfully, a Success message appears.

   1. Suppliers who have not previously been uploaded receive invitation emails.
   2. Suppliers are updated with any changes included in file.

      If an on-system Supplier is included in the file, but the file data matches previously imported data, no changes are made.

   If file fails to upload, a Failure message appears. Check the Supplier data file for:

   • Missing data
   • Incorrect or missing column headers
   • Extra columns of data
   • Special characters which may not be permitted.

     Tip: If the file includes special characters, you will get an error message. Blank spaces in a spreadsheet might cause these errors.

4. To view the Supplier record created by the upload, select the Suppliers tab at the top-left of the page. The Suppliers Information page appears.

   The Suppliers Information page displays the current data for each Supplier.

   Note: This page cannot be edited. To update Supplier Information, change the Supplier data file and upload again.