From the Vendor "List" tab, there are several different ways that you can export or import your vendors into an Excel file:
You can click on the More Actions button and from the drop-down select the "Export to Excel" option.
You can click on the More Actions button from the "Global Actions" section, and from the drop-down select the "Import From Excel" option.
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:
Upload your Excel file to the drag & drop feature and then click on the Import button:
- You will then be redirected to the Confirm Import page. Confirm your imported Excel file by hitting the Submit button:
- 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.
To export this file from the Vendor "List" tab:
Select the vendor that you would like to export to Excel:
- Please note that if you would like to export all your vendors into Excel you can click on the topmost checkbox (Multiple Selection Area) located in the Vendor "List" page. Likewise, if you do not select any entries ALL records will be exported:
Click on the More Actions button and from the drop-down menu select the "Export to Excel" option:
The Excel file will automatically download, and you will be able to locate it in your computer's Download folder.
This export will display the basic vendor data (e.g., the vendor name, address, vendor ID, etc.) in an easy-to-read format. You can then use Excel to easily navigate through your company's vendors.
Note: Please note that in the Excel document, a double asterisk (**) indicates a conditional field, while a single asterisk (*) denotes a required field.