Procurement Intelligence

Import what you buy

Bring in every purchase item at once instead of adding them one by one.

What you get

A CSV import that fills your purchase catalog with items, categories, incumbent suppliers, and contract terms in one pass.
Optional columns for renewal dates and committed contract pricing, so guardrails and renewals start working immediately.
A row-level preview before anything commits, so a bad row never silently corrupts your catalog.

Go to Settings → Purchase-catalog import.
Download the sample CSV if you want a template, or prepare your own with the required columns: name, category, unit_cost, uom.
Add the optional columns that matter to you: product_id, pack_qty, monthly_volume, renewal_date, incumbent_supplier, sku_mpn, search_query, plus contract-term columns (contract_supplier, contract_effective_date, contract_end_date, contract_renewal_date, contract_notice_window_days, contract_auto_renewal, contract_committed_unit_price, contract_committed_volume, contract_uom, contract_currency) if you have them.
Upload the file. The preview shows every row before you commit, with any skipped rows and the reason (a missing counterparty, for example) called out.
Commit the import. New items appear immediately on your purchase catalog; a check will price-check them on the next run, scheduled or manual.

Fill in incumbent_supplier on import if you already know it — it saves you a manual edit per item and lets savings comparisons start from an accurate baseline.
Add renewal_date for anything on a recurring agreement so Renewals has something to show from day one.
How many rows you can import in one file is capped by your plan tier — check Settings → Usage if a large file is rejected.
Re-importing the same product_id updates that item rather than duplicating it, so a corrected CSV is safe to re-upload.

Set up suppliers to track — the market side of every comparison a check runs.
Track contract renewals — what the contract-term columns unlock once imported.
Set buying guardrails — rules that apply to every item you import.
Sample data vs your data — see the shape of a populated purchase catalog before you import your own.