Bulk Inserting Vendor Bids
Discovery's Bulk Insert option facilitates the quick creation of multiple Vendor Bids, 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_fees.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 record:
- vendor_id | Generated by Discovery upon Vendor creation**.
- vendor_contact_id | Generated by Discovery upon Vendor Contact creation**.
- location_id | Generated by Discovery upon Location creation**.
- batch_id | Generated by Discovery upon Vendor Bid Batch creation**.
- type | Must be an approved vendor bid type (case sensitive):
- current vendor
- new vendor
- status | Must be an approved vendor bid status (case sensitive):
- requested - not due
- requested - past due
- vendor declined - out of service area
- vendor declined - unable to service
- vendor declined - other
- received - no decision made
- not awarded
- awarded
- response_requested_by_date
- service_id | Generated by Discovery upon Service creation**.
- service_type | Must be an approved service type (case sensitive):
- Device
- Rental
- Rolloff
- Commercial
- Doorstep
- service_life_cycle | Must be an approved service lifecycle (case sensitive):
- Temporary On Call
- Regular On Call
- Temporary Scheduled
- One Time Service
- Regular Scheduled
- service_bin_type | Must be an approved bin type (case sensitive):
- Front Load
- Rear Load
- Side Load
- Toter
- Hand Pickup
- Open Top Rolloff
- Roll Top Rolloff
- Compactor - Self-Contained
- Compactor - Stationary
- Compactor - Unknown
- Compactor - Apartment
- Compactor - Vertical Baler
- Compactor - Horizontal Baler
- Reciever Box
- FL Comp
- RL Comp
- Pioneer Monitor
- Gaylord
- Bulk
- Moving Floor Trailer
- Storage Container
- Dry Van Trailer
- Other
- service_bin_quantity
- service_bin_material_type | Must be an approved material type (case sensitive):
- Animal Bedding
- Asphalt
- Bailed Plastic
- Baled Paper
- Bio-Hazard
- Blood and Bloodborne Pathogen Waste
- Bulk
- Chemotherapy & Pathogen
- Colored Ledger Paper (Loose)
- Computer Paper (Loose)
- Concrete
- Construction & Demo.
- Containers (Cans, Plastic)
- Corrugated Cardboard
- Cultures & Stocks
- Expired Medication
- File Stock
- Food Waste
- Glass (crushed)
- Glass (loose)
- Green Bar Paper
- Manure
- Metal
- Mixed Electronics
- Mixed Paper (Loose)
- Mixed Recycling
- MSW
- Newspaper (Loose)
- Office Paper (Loose)
- Organic Waste*Other
- Pharmaceutical
- Plastic #2
- Polystyrene
- Sand
- Scrap Metal
- Sharps Box
- Single Stream Recycling
- Sludge
- Textiles
- Tin
- Tires
- White Ledger (Loose)
- Wood (C&D)
- Wood (Chips)
- Wood (Pallets)
- Yard Waste
- service_bin_size_value
- service_bin_size_metric | Must be an approved bin size metric (case sensitive):
- yards
- gallons
- foot
- service_average_pickups_per_week | Required if the service_type is either "Commercial" or "Rolloff."
- service_commercial_base_charge_amount | Excluded unless the vendor bid status is "awarded" or "not awarded." Required if the service_type is "Commercial."
Must be provided as a number (without dollar sign) to represent dollars. Two decimals places are allowed to indicate cents. - service_rental_base_charge_amount | Excluded unless the vendor bid status is "awarded" or "not awarded." Required if the service_type is "Rental."
Must be provided as a number (without dollar sign) to represent dollars. Two decimals places are allowed to indicate cents. - service_rolloff_per_haul_amount | Excluded unless the vendor bid status is "awarded" or "not awarded." Required if the service_type is "Rolloff."
Must be provided as a number (without dollar sign) to represent dollars. Two decimals places are allowed to indicate cents. - service_rolloff_per_ton_amount | Excluded unless the vendor bid status is "awarded" or "not awarded." Required if the service_type is "Rolloff."
Must be provided as a number (without dollar sign) to represent dollars. Two decimals places are allowed to indicate cents. - service_rolloff_tons_included_value | Excluded unless the vendor bid status is "awarded" or "not awarded." Required if the service_type is "Commercial."
Must be provided as a number (without dollar sign) to represent dollars. Two decimals places are allowed to indicate cents.
The following fields are optional and do not require data for each Vendor Bid record:
- bid_request_sent_on_date
- reminder_last_sent_at_date
- reminder_last_sent_at_date
- notes
- 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 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.
**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.
If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.