Add a Supplier or Tenant via CSV

This article will focus on Adding Suppliers or Tenants via CSV.

The previous article was titled "Adding Suppliers or Tenants Manually." You can read it here.

The next article is on managing suppliers and Tenants. You can read it here. 

Clicking the Contact Tab takes you to the Contacts page, where tabs let you manage contacts based on your permissions. 

With permission, you will see Contractors, Contractor Files and Supplier/Tenants.

You may have all of these tabs, none or only 1 or 2.

In the Manage Users section, users with permission can choose to assign these tabs.

To give a user No Access, unselect the Enable Contact Access, which will hide the tabs for them.

If you choose to give access to either Contractors, Contractor Filers or Suppliers/Tenants, you can then select which options you want them to have.

Some options are View-only, Add/Edit/Manage, and Remove.

Note: Suppliers vs Contractors

 The term ‘Supplier’ in RAVE is used to describe those suppliers and sub-trades who do not need a RAVE login to access your projects, schedules, and documents in RAVE, i.e. 'Suppliers' provide quote information only - they do not need to log in to RAVE to access the project details, and therefore do not need a RAVE login. Suppliers can be emailed a quote request and purchase order, but they cannot log in to view them all in one place. 

As opposed to 'Contractors' who do need a RAVE login to access your projects, schedules, and documents in RAVE, they can also view quote requests in RAVE, submit a quote, and view Purchase Orders. As a result, we send a welcome email with login details to 'Contractors', but we don't for 'Suppliers'

Adding Suppliers or Tenants via a CSV 

You can add multiple Suppliers and/or Tenants to your database via a CSV upload.  

Click the CSV import Button 

You will find the three sample files, the Combined Example File, Supplier Example File or Tenant Example File on the top right.

Download the sample file that suits your needs, then either type the information manually or copy and paste it into our sample file before submitting it for Import. 

Note: Rave can only accept imports in our CSV format; if you try to load an incorrect format, the import will fail during preview.

The required fields in the CSV file are First Name, Company, and Email for Suppliers, while only First Name is Mandatory for Tennnt. These fields are highlighted with an asterisk. We encourage you to fill in as many fields as you can to make it easier for you to find and use the information later. 

Once you have formatted your CSV file, click the File Input button, add the document, and press Proceed. 

Rave will now check that all of the data is correct. If there are no issues, you will see the Import  Button, which, once clicked, will load the new contacts into your Rave Account.

If there is a Validation error, you will see how many records have failed and a red caution sign, which, when hovered over, will tell you why. You cannot proceed until you fix all the errors.

Common reasons for the error are that the record is already in your branch or that you have missed a mandatory field. Once you fix the errors, click Choose Another File, re-upload the corrected file, and press Import. 

 

Once imported, all your Contacts, both suppliers and Tenants, will be on the page, ready for you to manage.