Import questions from Excel

When you're creating a template and need to add a large number of questions, you can import lines to make the process faster.

Note: The template files work with Microsoft Excel 2007 and later versions.

Download Excel template

1

Open a template.

2

In one of the Questions sections, click the Import button.

3

Select Download template for import. The Excel file (rfp_import_template.xlsx) is downloaded

Add line items

Using Excel, you can upload up to 3000 line items to an event and 100 line items per sections. If you exceed 100 line items in a section, additional line items are uploaded to a new section. For each question, you can add conditional questions to collect more information when a supplier provides a specific response.

Warning! Additional columns cannot be added to the spreadsheet.

1

Open the template in your preferred spreadsheet program.

2

Add line items.

3

Save your spreadsheet.

Import from Excel

1

Open a template, navigate to a question section, and click the Import button.

2

Select Import from Excel and then select and open your saved file. New sections and questions with the information you defined are added. If you exceed 100 line items in a section, additional line items are uploaded to a new section.

Note: If there are any issues with your import file, you will receive a message telling you which line and column has an issue.

3

Make any necessary additions or changes and save.