Import requests for proposal (RFP) or information (RFI)

With Fairmarkit, you can import your requests for proposal (RFP) or requests for information (RFI) from your purchasing application to Fairmarkit. Once imported, a new draft event is created. You can access your events from the Draft tab on the events lists. For more information, see Events.

Request for proposal / request for information data

The following table outlines the column headers you will need to create when you import your requests for proposal into Fairmarkit.

Important: Make sure you have the latest version of the flat file template.

Fairmarkit field	Header	Description
*	Event Title	title	A brief title that describes what is included in the event. The title is included in emails to suppliers and helps them to get a general idea about the event. This will be prominently displayed to buyers and suppliers. Data type: Text Example: Cleaning Services for Wisconsin Area
	Buyer	buyer_email	Buyer's email. Fairmarkit does not validate the email. This value is used to assign the event in Fairmarkit and must be an existing account in Fairmarkit. Data type: Email Example: [email protected]
	ID	event_id	Request for proposal ID from your purchasing application Data type: Text Example: ID123
	Event description	event_description	A detailed description to explain why you are running an event for this project. This description acts as a cover letter, introducing suppliers to your event. Can contain up to 50,000 characters. Data type: Long Text Example: MyCompany is requesting proposals for fish tank cleaning services at our offices across the United States.
	Closes at	closes_at	Date and time when all responses are due for the event. This value can be set via logic (create+7 days). This value must be after the Scheduled Publish Date and before the Close Date. Data type: Date + Time Example: 2/23/2023 0:00:00
	Scheduled publish at	scheduled_publish_at	Date and time to open the event. Events can be manually opened or scheduled to be opened. This value must be after the current date and before the Close Date and Questions Date. Data type: Date + Time Example: 1/23/2023 0:00:00
	Questions due at	questions_due_at	Date and time when responses to questions are due. This value must be after the Scheduled Publish Date and before the Close Date. Data type: Date + Time Example: 1/30/2023 0:00:00
	Department	department	The name of the department or business unit that requested the event. Data type: Text Example: Facilities
	Business unit	business_unit	The business unit that requested or is related to the event. This is an optional field that may not be configured for your organization. Data type: Text Example: MyCompany-US
	Project name	project_name	The name of the project associated with the event. Data type: Text Example: Project Aquarium
	Shipping Type	shipping_type	Your preferred shipping method. Data type: Drop-Down Accepted values: Fairmarkit defined values; see Shipping type and Carrier.
	Carrier	carrier	Your preferred shipping carrier. The available carriers depend on the selected Shipping Type. Data type: Drop-Down Accepted values: Fairmarkit defined values; see Shipping type and Carrier.
	Justification	justification	A note describing the justification for the event. This field is not visible to suppliers. Data type: Text Example: Contract expiring
	Is RFI	is_rfi	Set if this is a request for information event. Default: No Data type: True / False Example: No Accepted values: Yes or No
	Estimated Value	value	The projected value of the event. Data type: Number Example: 10000000
	Projected Savings	savings	The projected savings for the event. Data type: Number Example: 500000
	Currency	currency	Event currency when awarding. This should be the three letter currency code. Default: USD Data type: Three letter currency code Example: EUR
	Notes to suppliers	notes	Add additional information and communication about the event with all invited suppliers. This correlates to the Notes to Suppliers in the Fairmarkit user interface. Data type: Text Example: Proposals must be received on or before 2:00 p.m. on Monday, January 30, 2023 MyCompany reserves the right to accept or reject any or all proposals and to waive any irregularities. We do not accept late or misdirected proposals. Persons submitting a response to this RFP must comply with all applicable laws, ordinances and regulations including the provisions of the State of Texas Government Code Chapter 176. Failure to follow the procedures of this RFP will result in immediate disqualification from consideration. All inquiries for information regarding this solicitation should be directed in writing to: [email protected]
	Client company	client_company	Client company. This is an optional field that may not be configured for your organization. When enabled, you'll have a custom list of options. Data type: Text Example: Cameron's Consulting Agency
	Erp system	erp_system	Your purchasing application. When entered, it will override the system level settings. Data type: Text Example: Compass
	Section Title	question_title	Section title. You can add up to 3000 questions (lines) to an event and 100 questions per section. Data type: Text Example: Company Information
	Section Description	question_description	Section description. Data type: Text Example: Company Information
	Benchmark Price Per Unit	benchmark_price_per_unit	Benchmark price per unit. This is internal to your company. Presumably in your currency and UOM for the item. Data type: Text Example: 10.00
	Benchmark Supplier ID	benchmark_supplier_id	Benchmark supplier ID. Data type: Text Example: S1002
	Benchmark Supplier Title	benchmark_supplier_title	Benchmark supplier name. This can be a name, title, entity, or description. Data type: Text Example: Charlie's Convenience Store
	Manufacturer	manufacturer	Manufacturer of the line item. Data type: Text Example: Local Co
	Manufacturer Part Number	manufacturer_part_number	Manufacturer part number of the line item. Data type: Text Example: 900
	Internal Part Number	internal_part_number	Your organization's part number for the item. This value is entered at your discretion. Data type: Text Example: IPN100
	Quantity	quantity	Item quantity. This is assumed to be an integer. Data type: Text Example: 1
	UNSPSC	unspsc	Standard 8 digit UNSPSC code for the item or requested service. Data type: Text Example: 50201706
	Line number	line_number	Line number or order of the line item. Data type: Text Example: 1
	Item Kind	item_kind	Line item type. For more information, see Create a request for proposal. Default: Item Data type: Text Example: Item Accepted values : item/service/group
	Item Description	item_description	Item name. Data type: Text Example: coffee beans
	UOM	uom	Unit of measure of the item. Default: Each Data type: Text Example: Each Accepted values: Fairmarkit defined values; For more information, see Available UOMs. Note: Custom mapping is available. For more information, contact your technical architect.
	Is required	is_required	Set if suppliers are required to respond to the line item. Default: No Data type: True / False Example: No Accepted values: Yes or No