Reference: Bulk Uploads
You can use the VNDLY downloadable templates to bulk create or replace these types of records:
Data | Access from Header | Permissions Required | Additional Details |
|---|---|---|---|
Candidates |
| ||
Contractors |
| If you select the Run Business Rules Validation for Active Work Orders check box that displays on this bulk upload page, VNDLY validates fields for any Active work orders in the file once you click Upload . For example, VNDLY validates that each uploaded contractor has a resource manager with the correct security role. The results then display on the upload’s File Transfer Result page (). | |
Invoice payments | |||
Job categories | job_categories.bulk.create
| ||
Job templates | job_templates.bulk.create
| ||
Locations |
| ||
Organization hierarchies |
| ||
Rate cards | settings.admin
| ||
Shift configurations |
| ||
SOWs and related data | None | ||
Vendors | vendor.bulk.upload
To bulk upload vendor users and companies. |