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How to Manually Import Spend Data in Prospeum

Prospeum Support Team
Updated

This article explains step-by-step how you can manually import supplier spend data from an Excel or CSV file into your Prospeum system.

Prerequisites

  • Administrator Rights: You must have administrator permissions to access the import functions.
  • Defined Import Standard: Before you can begin the import, a fixed import standard (i.e., a template for the table structure) must have been set up in collaboration with the Prospeum Support Team. A successful data import is not possible without this standard.

Step-by-Step Instructions

  1. Navigate to Settings
    In the upper right corner of the navigation bar, click the Settings icon (gear) to open the administration interface.
  2. Open the Import/Export Section
    In the left navigation bar, select the Import and Export menu item.
  3. Start the Data Import
    Locate the tile titled Supplier Spend Data. On this tile, click the Start import button.
  4. Upload Your File
    A pop-up window titled Upload data will open. Click the Upload file button to select your local Excel or CSV file and complete the import process.

Conclusion

After following these steps, you have successfully manually imported your spend data into Prospeum. The data is now available in the system for analysis and reporting.