Supplier Exports

  • Updated

Users with the Community Administrator or Community Supplier Administrator role, have comprehensive permissions to export supplier data within the community.

 

Export Suppliers 

To access the supplier management screen and export supplier data:

  1. Go to the Administration module.

  2. Select Suppliers.

 

The Manage Suppliers screen provides an overview of all suppliers associated with your communities.

 

  1. Customize your export file by utilizing the desired filters.

  2. Select Export on the right side of the screen.

  3. Click Export again to initiate the job.

 

  1. The Job Submitted pop-up box will appear and select the here hyperlink.

  2. Once the job completes and the file is in a Finished State on the Background Jobs screen, select the Download link.

 

Supplier Export Fields Reference

The CSV/Excel export includes the following data fields organized by category:

Identity & Status

  • Supplier Name & Legal Name: The vendor's display name and legal entity name.
  • Tax ID / EIN: The financial identifier (up to 20 characters).
  • Unimarket ID: The unique system-generated identifier.
  • Status: Whether the supplier is Active or Inactive.
  • Dates: Registration date and the last login timestamp.

 

Contact & Address

  • Primary Contact: Name, Email, Phone Number, and Website.
  • Physical Address: The primary business location.
  • Remit-To Address: The specific address used for payment processing.
  • Country: The country of operation.

 

Integration & ERP Mapping

  • ERP Supplier Code: The critical link to your internal records (Banner, Colleague, etc.). 
    • Note: If the supplier has multiple remittance address codes. Only the remittance address code set as a Community Default, will appear on the export.

 

Categorization & Diversity

  • Diversity Tags: Used for tracking minority, women-owned, or small business statuses.
  • Supplier Categories: UNSPSC or internal classification codes.
  • Territories: Geographic areas the supplier services.

 

Payment & Terms

  • Payment Terms: The agreed-upon terms (e.g., Net 30, Net 45).
  • Accepted Payment Methods: Methods the supplier accepts (Check, ACH, Credit Card).

 

What's Next/Related

  • When importing the file with updates, always import the data as Text. To ensure that leading zeros on Tax IDs or ERP Codes are not stripped.