Overview

MobiWork offers powerful import and export options on the Vendor List page, enabling you to efficiently manage and maintain your vendor database. These streamlined features allow you to update multiple vendors simultaneously, saving time and ensuring accuracy. Exporting vendor data to Excel lets you analyze, organize, and share information with ease, making vendor management more flexible and organized within MobiWork.

How to Access the Page

From the Vendor "List" tab, you can import or export your vendors by clicking on the More Actions button and selecting the desired option from the drop-down:

Import Vendor

You can import vendors from your Excel document. Please note that to import the vendors correctly, the Excel document must be formatted in the correct manner (please see the image below for the correct headings and order):

You can use this method to upload multiple vendors at once.

Note: Please note that in the Excel document, a double asterisk (**) indicates a conditional field, while a single asterisk (*) denotes a required field.

Once you have entered the vendors in the Excel document correctly, you can upload that document to MobiWork.

First, access the Vendor List page. Please see the Vendor List section for more information on how to access this page.

When you are on the Vendor page select the More Actions button and from the drop-down click on the "Import From Excel" option:

  1. Upload your Excel file to the drag & drop feature and then click on the Import button:

  2. You will then be redirected to the Confirm Import page. Confirm your imported Excel file by hitting the Submit button:

  3. Once you are redirected to the Import Vendor Results page, click the Done button:

The newly uploaded vendors from Excel will then be displayed in MobiWork with your other vendors.

Note: Please note that in the Excel document, a double asterisk (**) indicates a conditional field, while a single asterisk (*) denotes a required field.

Export Vendor

MobiWork allows you to edit multiple vendors at once, thus saving you time from having to update vendors one at a time. You can update multiple vendors through Excel.

First, you would need to select the desired vendors and use the "Export to Excel" option:

  1. Once you have the exported file, you can make the changes directly to the Excel document.

  2. Once you are done updating your vendors, you can import the Excel file back into MobiWork.

Note: Please note that if you would like to export all your entries into Excel you can click on the topmost checkbox (Multiple Selection Area). Likewise, if you do not select any entries ALL records will be exported.