Bulk Inserting Vendor Bid Batches

Discovery's Bulk Insert option enables the rapid creation of multiple Vendor Bid Batches, provided all necessary vendor data is organized into an Insert template file*. All Insert template files are included in a single downloadable file available for download on the Bulk Imports page under Settings.

Import Template Fields

The provided Insert template file (vendor_bid_batches.csv) needs to retain all fields (columns), in no particular order, even if the fields are not required.

The following fields are required to have data for each Vendor Bid Batch record:

• description

The following fields are optional and do not require data for each Vendor Bid Batch record:

• external_reference_id

Most Insert template files can leverage an external reference ID. This allows you to utilize existing reference labels from your current database or system for all entities in Discovery (vendors, locations, clients, etc.). Moreover, external reference ID's can be substituted for required "_id" fields in Discovery's Insert templates allowing for faster importation of data. To learn more about how external reference ID's are used, please see the External Reference ID's article.

Once all Vendor Bid Batches records have been added, upload the Insert template file using the New button on the Bulk Imports page under Settings. For more on how to do this, please visit the Bulk Imports Overview help document.

*Import file name and its column headers cannot be edited.