At times, communities may desire to send multiple supplier invitations, at once. Users with the Community Administrator or Community Supplier Administrator role can invite suppliers to register via bulk upload, within Unimarket.
If the community has three or more suppliers to invite, this method may be easier than manually inviting suppliers to register.
Invite Suppliers
To invite suppliers, go to the Administration module > click Suppliers > select Invitations > click +Invite New Suppliers.
The Invite Suppliers screen will populate.
| Note: If desired, you can customize the content of the supplier invitation in the Title and Body field. To learn more, refer to help article update supplier invitation message. For information on updating the invitation settings, refer to help article on how to Update Invitation Default Supplier Settings. |
Upload Suppliers
To upload suppliers, please select Upload a list of suppliers > the Upload Suppliers pop-up box will appear > click Download Template to obtain the supplier invitation upload template.
To learn more about download specifications, click the hyperlink titled Download Specification or refer to the list below:
| Column | Type | Mandatory | Comments |
| Text | Y | Must be a valid email address | |
| Company | Text | N | |
| Supplier Invitation ID | Text | N | Can be anything alphanumeric |
| Vendor ID | Text | N | |
| First Name |
Text | N | |
| Last Name | Text | N | |
| Buyer Groups | Text | N | |
| Tags | Text | N | |
| Search Terms | Text | N | |
| Require Tax Profile | Text | Y | Valid values are True/False, Yes/No or Y/N |
| Require Bank Account | Text | N | Valid values are True/False, Yes/No or Y/N |
| Require Bank Account Proof | Text | N | Valid values are True/False, Yes/No or Y/N |
| Require Insurance Certificate | Text | N | Valid values are True/False, Yes/No or Y/N |
| Auto Connect | Text | Y | Valid values are True/False, Yes/No or Y/N |
| Supplier Invitation ID | Supplier Invitation ID | N | This is a Supplier Invitation ID. This is used to lookup existing supplier invitations. |
| Cancel Invitation | Text | N | Valid values are 'Y' or Blank |
Complete all of the supplier details > save the template as a CSV file > click Browse > select OK.
When all the suppliers have been uploaded successfully, click OK. This will trigger the invitations to be sent out to the suppliers listed.
Once the invitations are sent, the supplier's registration status can be tracked by visiting the Administration module > click Suppliers > select the Invitations tab.