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This article explains how you approve an import in Supplier Onboarding.
When you click the Imports tab in Supplier Onboarding, you get an overview and detailed information about the various uploads made by suppliers, files pending approval, as well as an overview of the import history. If you need to make any changes or import mappings for a supplier, go to the Suppliers tab.
To improve the navigation, use the search box for easily navigating the different suppliers that are connected to your organization and are uploading content using one of your Supplier Onboarding sites.
Note! Each Supplier can have its own designated Supplier Onboarding site for uploads. You add and configure these in the Suppliers tab.
The Imports tab provides an overview of the supplier-specific information with imports and import history.
Each import line, both Pending imports and History, can be clicked to reveal the underlying details of the import.
Approving an import manually
If you need to approve an import manually, you click Pending import to open up the details of the supplier's upload. This makes it easy for you as the approving part to decide whether the information is correct and delivered in the right format, and which parts of the information you want to import. You can:
- Accept all by clicking Import in the upper right corner.
- Discard an entire upload by clicking Reject All in the upper right corner.
- Delete the upload by clicking Delete batch.
- Discard a single entity by clicking Reject on the entity card.
- Uncheck a box to not accept the change on an entity when you are viewing the details of the entity.
When you have gone through the information and are ready to import and have selected what you want to import, you click Import to upload the entities into inriver. The system will now validate the information and upload, or let you know if there are any errors.
As soon as the manual import is done, the entities will be available in inriver.
The Approve Tab in Supplier Onboarding offers added functionality to approving imports.
With Supplier Onboarding you can filter on suppliers to Approve or Reject pending imports. Further, see New vs Existing PIM data in a seamless way.
Note! the Approve Tab provides added functionality together with Contribute. If you do not have Contribute in your license you will not be able to benefit from all functionalities.
Read more about the Approve Tab and the function with Contribute here.
Want a demo on Contribute? Book a demo here.
Tutorial on how to approve import using the import tab
Note! This video illustrates an older version of Supplier onboarding.