How to bulk import vendors
If you have an existing list of vendors you'd like to invite into Felix, it can be time consuming to invite them one at a time. Using our bulk import features invite hundreds of vendors at the same time without breaking a sweat.
How to import a list of vendors
To bulk import a list of vendors into Felix:
- Navigate to the Invite Vendors page
- Click the Import a list tab
- Download the bulk import template
- Complete the mandatory email and vendor_title columns in the template
- Upload the template
- Select a Panel and Sign-Off Templates for the vendor
- Review the list of vendors
- Click Send Invitations
Each list of vendors imported uses the same panel and sign-off templates. You may need to perform multiple bulk imports depending on your panel & sign-off configuration.