Format Information for Bulk Import
Before you can upload a spreadsheet of your vendor companies to Prism, it must be formatted based on the guidelines below. You'll also need to download the Vendor Companies Bulk Import Template CSV file available via the modal when selecting Tenant Companies.
Acceptable formats include CSV and XLS.
Guidelines for Bulk Import
Field Name |
Explanation |
What’s Allowed |
Example |
---|---|---|---|
Vendor ID1 |
This field can be set with an ID of your choosing. Use it in subsequent imports to update existing records. If the ID is empty then a new record will be created. |
100 character limit, no spaces. |
123456abcd |
Vendor Name (Required) |
The name of the Vendor. |
N/A |
HVAC Pros |
Properties (Required) |
|
|
1 Post Office Sq 1
2
3
"1 Post Office Sq,
75 State St,
Prudential Building" |
Address 1 |
The address of the vendor.
|
|
|
Address 2 |
The address of the vendor. |
N/A |
|
City |
The city the vendor’s address is located in. |
|
Boston |
State |
The State or Province the vendor’s address is located in. |
|
|
Zip |
The zip code or country code the vendor’s address is located in. |
|
|
Known Issues or Limitations
Issue or Limitation |
Comment |
---|---|
1 Vendor ID are currently required, they will be made optional. |
N/A |
Do not save your spreadsheet as a CSV file if it contains lots of UTF-8 characters, such as the accented é in resumé. (Other examples of these "extended" characters include ñ, ü, superscripts, fractions, and currency symbols other than the U.S. dollar, such as the euro symbol €.) Instead, save your file as an XLS. |
N/A |