Upload a CSV, map your columns to oboloo’s fields and to your own custom fields, see every row validated before anything is created, fix what is wrong, then create them all at once.
The difference between months of copy-paste and a mapped CSV you can check before you commit to it.
The oboloo way.Get started with our free forever plan. No limits, credit cards or expiry dates. Your new platform, free, forever. Includes a 14-day free trial of all plus plans.
Upload a CSV, pair your column headings with oboloo’s standard fields and with the custom fields you added yourself, see every row validated against your own configuration, then create the records in one pass.
Point oboloo at a CSV and pair each of your column headings with the field it belongs to: oboloo’s standard supplier and contract fields, and the custom fields your organisation has added.
Dropdown values such as industry, location and payment terms are checked against your existing configuration, and anything that will not import is listed row by row with the reason.
When the data is right, every record is created in one pass. The tool sits under Settings and is restricted to users with the Import Data permission.
A mapped file, validated row by row against your own configuration, and created only once you are happy with it.
Standard supplier and contract fields and the custom fields your organisation has added are both mappable, with validation applied according to each custom field’s type.
Preview and validate the whole file first. Every problem is reported against the row it is on, with the reason, so you correct the spreadsheet rather than the records.
Dropdown values such as industry, location and payment terms are matched against the options you have already set up, instead of arriving as free text.
The Import Data tool sits under Settings and runs only for users who hold the Import Data create permission, so bulk creation is not open to everyone.
Unlimited users, no credit cards or expiry dates. Your new platform, free forever. Includes a 14-day free trial of all Plus plans.
Everything the Import Data tool does, from mapping your own column headings through per-row validation to creating the records in one pass.
Upload a CSV from the Import Data screen under Settings. No migration project, no import consultant and no integration work to get your existing records in.
Import supplier records and contract records from a spreadsheet, using the same upload, mapping and validation steps for both.
Pair each heading in your spreadsheet with the oboloo field it belongs to. Your file does not have to be renamed, reordered or reformatted first.
The custom fields your organisation has added are mappable too, so the things you already track come across with everything else rather than being left behind.
Each custom field is validated according to its own type, so a date column cannot arrive as free text and a number column cannot arrive as a word.
Values for fields such as industry, location and payment terms are matched against the options you have already set up, rather than being created as free text.
See the mapped data as oboloo has read it and confirm it is right before a single record exists. Nothing is created until you say so.
Problems are reported against the row they are on, with the reason, so you correct the spreadsheet and upload again instead of hunting through records afterwards.
Only users with the Import Data create permission can run an import, so bulk record creation is not open to everyone with an account.
When to move supplier contracts out of Excel: 7 signs you have outgrown your spreadsheet, what a missed notice date costs, and a simple migration plan.
Read the guide
Join 2000+ happy users