With this import process, so-called spend link exceptions can be imported in Admin > Spend settings > Data bundling > Connect Vendor/Cost Type/Commodity.
When you use the import process 'Import Spend - Vendor/Cost type/Category', you need to upload a file containing information about vendors, cost types and categories. Based on this information, links will be made in Admin > Spend settings > Data bundling > Connect Vendor/Cost Type/Commodity. To do this, use the template that you can download in step 2 of the import process.
Below you can see an example of part of a correctly filled import file:
The supplied supplier/cost type/category links will be added to the overview in Admin > Spend settings > Data bundling > Connect Vendor/Cost Type/Commodity.
All columns from the import template are explained below. If the import file does not meet these requirements, the import will fail.
|CostType||The name of the cost type.||The name of an existing cost element in Admin > Tables > Cost Types.||Yes|
|VendorRef||The reference of the vendor.||A reference number of an existing vendor in Spend.||Yes|
|CategoryCode||The reference of the category.||A reference number of an existing category in Admin > Tables > Commodities.||Yes|