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Create and update procurement agents through CSV file package export/import process — Cloud Customer Connect
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Create and update procurement agents through CSV file package export/import process

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edited Nov 25, 2020 9:46PM in Purchasing 9 comments

Summary

Use CSV file package export and import to create and update procurement agents data in bulk.

Content

Find the detailed steps to create and update procurement agents data in bulk in the attached presentation.

The Export/import process has a file size limit of 10 mb, to upload bigger files, consider batching the data into files no bigger than 10 mb.

Note there is Procurement Agent REST API too that supports creation, update, and queries on procurement agents.

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