Connecting Vendor Records to the Exchange in Bulk

The Exchange Vendor Match tool runs your vendor inventory against the Exchange vendor list to determine if there are matches. This tool uses the website field to match against the domain listed in the Exchange. After using the Exchange Vendor Match tool, you can use the bulk import functionality to complete the process of connecting vendors records to the Exchange in bulk. If a vendor does not have a website, it cannot be included in this import.

To download exchange vendor matches

  1. On the Third-Party Risk Management menu, select Inventory > Vendors.
    The Vendors screen appears.
  2. Click the Context Menu icon.
  3. On the Context menu, select Bulk Exchange Vendor Match.

    This modal explains the vendor match process that will be launched if you click the Match Vendors button.

    The Exchange Vendor Match modal appears.

  4. Click the Match Vendors button to launch the action of reviewing all vendors not currently connected to the Exchange in an attempt to match them to a vendor in the Exchange and creating an export of matches.
  5. Click the Notifications icon and download the matches.

  6. Open the downloaded file in Microsoft Excel.

  7. Review the spreadsheet in Excel and remove rows for incorrect match suggestions.
    Note:

    The matches are based on the Vendorpedia Key and Vendor ID. These fields must remain unedited for the bulk import to work successfully.

To complete a bulk import template

  1. Click the Gear icon in the upper right-hand corner to access Global Settings.
  2. On the Global Settings menu, select Data Import & Import Templates.
    The Import Templates screen appears.
  3. Click the Download button on the Exchange Vendor Match tile.
  4. Open the downloaded file in Microsoft Excel.
  5. Update the fields for the downloaded template as needed.
    For more information, see Bulk Import Exchange Vendor Match Template Fields.
  6. Save the template to your computer.

Bulk Import Exchange Vendor Match Template Fields



Important:

All of the template fields can be pulled directly from the exchange vendor match download. The Vendorpedia Key and the Vendor ID fields must remain unedited for the bulk import to work successfully. The other field names can be edited if needed.

Field
Description
Vendor Name

Enter the name of the vendor record found on the exchange vendor match download.

Vendor Website

Enter the URL of the vendor website that was found on the exchange vendor match download.

Vendor ID
Enter the ID found on the exchange vendor match download.
Note:

Copy and paste this information from the exchange vendor match download. Do not edit the Vendor ID.

Exchange Vendor Name

Enter the name of the vendor in the Exchange that was found on the exchange vendor match download.

Exchange Vendor Domain

Enter the domain of the vendor that was found on the exchange vendor match download.

Vendorpedia Key
Enter the key found on the exchange vendor match download.
Note:

Copy and paste this information from the exchange vendor match download. Do not edit the Vendorpedia Key.

To import a completed bulk import template

  1. On the Import Templates screen, click the New Import button.
    The New Import modal appears.
  2. Complete the fields.
    For more information, see New Import Modal Reference.
  3. Click the Submit button to create connections between those vendor records and the Exchange.
  4. To view the status and result of your bulk import, select Data Import & Bulk Import on the Global Settings menu.
    Note:

    If there was an error with the upload, click the error link in the Result column to download a report indicating the errors.

New Import Modal Reference



Field
Description
Import Name

Enter a name for the import.

Import Description

Enter a brief description of the import.

Import Type

Select Exchange Vendor Match.

File

Click the Select File button to select the file you want to import.