Bulk Inserting Vendor Bid Fees

Discovery's Bulk import option allows quick creation of multiple Vendor Bid Fees, provided all required vendor bid fee data is organized into an Insert template file*. All bulk import files are included in a single downloadable file available for download on the Bulk Imports page under Settings.

Import Template Fields

The provided import template file 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 Fee record:

  • vendor_fee_name | Must be an approved vendor fee (case sensitive):
    • account-setup-fee
    • admin-fee
    • annual-price-increase
    • bulk-item-removal
    • city-tax
    • commercial-service-overage
    • compliance-and-business-impact-charge
    • container-service
    • contamination
    • delivery
    • dry-run-trip-charge
    • environment
    • extra-pickup
    • franchise-fee
    • fuel-energy-or-oil
    • fuel-environment
    • gate-access-fee
    • inactivity-charge
    • incineration
    • initial-delivery
    • landfill-surcharge
    • late-payment
    • liner-tarp
    • lock-installation
    • lock-recurring
    • minimum-tonnage
    • miscellaneous-or-data
    • mta-tax
    • push-out
    • recyclable-material-offset
    • regulatory-cost-recovery
    • relocate
    • removal
    • rental
    • repair
    • roll-off-or-compactor-service-overage
    • sales-tax
    • state-tax
    • swap
    • tax
  • vendor_bid_id | Generated by Discovery upon Vendor Bid creation**.
  • name | Name of Vendor Bid Fee as you would like it to appear in Discovery.
  • restriction | Must be an approved restriction (case sensitive):
    • Not Allowed
    • Uncapped
    • $ per vendor invoice
    • $ per unit
    • % of service charges
  • amount | Only used if (and is required when) the restriction is "$ per unit" or "$ per vendor invoice." Must be formatted as follows with an amount in dollars:  272.00.
  • percentage** | Only used if (and is required when) the restriction is "% of service charges."

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

  • external_reference_id

Most Bulk Import templates 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 Bulk Import 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 Fee records have been added, upload the import template file using the New button on the Bulk Imports page under Settings.

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

**When any ID field is required (_id), this indicates an ID that is generated and assigned by Discovery to a unique entity. You'll need to retrieve these ID's from Discovery. The general method to retrieve ID's in bulk is through a Custom Report. Please see the Export ID's with Custom Reports article covering how to generate a Custom Report to retrieve specific entity ID's.


***The record can have either amount or percentage; not both.