Keelvar provides a Bidder Invitations Excel template which you can download, populate, and re-upload, to bulk-add users.
- Go to Invite > Bidders.
- On the Invitations tab, in the Upload area, click Download the bidder list file.
- Open the downloaded Excel file and populate the columns for each bidder you are creating.
- Enter the bidder's organisation name in the Organisation name column.
- Enter the bidder’s name in the Contact name column.
- Enter the bidder’s email address in the Contact email column.
- Save the Excel file.
- Upload the Excel file.
- Return to the Upload area on the Invitations tab.
- Click choose a file.
- Navigate to the location of the Excel file, select the file, and then click Open.
Sourcing Optimizer validates the file during the upload process; the file will be rejected if there are validation issues. A summary of changes is displayed after the file is successfully uploaded.