Importing RFP Package Items From Microsoft Excel

How To Prepare The Microsoft Excel Import File

1. Open a blank Microsoft Excel Spreadsheet or download the sample file referenced below.
2. The first row (column names) should be labeled as shown in the table. Be sure to include the required fields. Field names do not contain any spacing within the word or before and after.
3. Insert data starting at Row 2.
4. Make sure the sheet name that contains the data is labeled Sheet1.
5. Save the file in Excel 97-2003 format (*.xls).
6. Close the file otherwise Corecon can not import the data.

Steps To Import the File

1. Click the 'Projects' icon on the left menu.
2. Select the Project in the 'Quick Select' section. This will then refresh the page and show the 'Current Project Home' page.
3. On the 'Quick Links' tab, click the 'Procurement' link under the 'Accounting and Project Management Departments' section. This will refresh the page and show the 'Procurement Module Landing Page'.
4. Navigate to the RFP Packages row in the Stats section.
5. Click the number under Total Records for RFP Packages.
6. Use the Search field to filter the listing.
7. Click on the RFP Package record to view the details.
8. Make sure Vendors are listed in the Bidders List section.
9. Click the 'Add / Import Items' drop-down shown above the Bidders List.
10. Select 'Import From Microsoft Excel' option.
11. Click the 'Choose Files' button to select the Microsoft Excel import file.
12. After selecting the file, the data will be imported automatically.

Microsoft Excel Import Sample

ImportRFPItems.xls

RFP Package Item Fields (1st Row):