Manually importing trading partner data

Trading partners such as suppliers or customers are uploaded into Enable to calculate rebate earnings for trading programs.

This article will guide you through:

1. How to download the trading partners template
2. How to populate the trading partners template
3. How to upload trading partners
4. Invalid trading partners upload file

Looking for something else?

• Importing trading partner data for rebate agreements rather than special pricing agreements? Learn how to manually add trading partner data for trading programs here.
• Does your organization import trading partner data via SFTP? Learn about automatically importing trading partners for SPAs here.
• Looking to add trading partners to a special pricing agreement? Learn how to add parties to a new SPA here.
• Alternatively, see our Help Center for more on SPAs.

Trading partners are located within the Config area of the Trading programs app.

Channel admin users will have access to the Config area and trading partner uploads within Enable. If you require additional help, please reach out to our support team here.

To download the trading partners template:

Step 1: Click on Config in the green banner at the top of the page.

Step 2: Click on Structure in the drop-down menu.

Step 3: Click on the Partners tab. Note: This may be named differently (e.g. Customers), but will always represent your trading partners.

Step 4: On the right hand side, click Download template and set the checkbox for Populated with existing to download a template containing all existing trading partner data within your Enable channel. Alternatively, leave the checkbox not set to download a blank template.

Step 5: Click Download to save the template to your computer’s downloads folder.

Once the trading partners template has been downloaded, you will need to populate each row with the following column data for your trading partners. Column headers must not be changed or renamed in the file.

• Trading Partner Name: Enter a unique name for the partner.
• Trading Partner Reference: Enter a unique reference for the partner - this should match the reference that will input on transaction lines.
• Trading partner attributes: This will be changed to your channel’s specific trading partner attributes label.
• Approval for trading partner-fed transactions: If Collaborator-fed transactions are set up in your channel, enter Y to require approval from a member of your team for any transactions uploaded by your trading partner collaborators, or N for transactions uploaded by your trading partner collaborators to be automatically accepted into your transactional data.

Note: Some columns in this template may be labelled differently, or more columns may exist if additional trading partner attributes have been set up during your Enable implementation. Please refer to the data guide provided by your implementation team, or reach out to our support team here if you require additional assistance.

Once you have followed the above sections and populated the trading partners template for your SPAs, you can upload the template within the same trading programs area.

Step 1: Click on Config in the green banner at the top of the page.

Step 2: Click on Structure in the drop-down menu.

Step 3: Click on the Partners tab. Note: This may be named differently (e.g. Customers), but will always represent your trading partners.

Step 4: On the right hand side, click Browse to select and open the relevant populated template file.

Step 5: Click Upload.

The file will then be queued for upload. This may take some time to complete if a large volume of trading partners have been uploaded.

Once processed, Upload results will appear on the right of the hand side either confirming that the upload has been completed with the number or imported rows, or identifying if the upload file was invalid.

If the trading partners file did not successfully upload, rejection reasons will be identified under the upload results. In this case, you should make the relevant amendments before re-uploading your trading partners (example below).

What’s next?

Need to upload transactions into Enable? Learn how to manually import transactions for trading programs here.