To import a list of preferred vendors from a CSV file (comma-separated
values) that you created in Excel or similar program...
- Log into your Mercury account and click
Fee Panel.
- Click Build fee panel in the top toolbar.
- In the screen that appears, mark the Import custom vendor list
option and click Next.
- Click Browse and select the CSV file you wish to import
on your computer.
- Click Finish.
- Mercury Network adds the vendors in your CSV file into the candidate list,
notating each with a status indicator. Statuses include:
- - A Mercury Network account was found for the
vendor.
- - A Mercury Network account was NOT
found for the vendor.
- - There is bad information in at least one of
your vendor contact fields and you will need to edit it to proceed.
- Depending on the status of the candidate, you can accept or reject the
candidate, invite the candidate to join the Mercury Network and your fee
panel, or edit the candidate to fix the bad information in it.
- To accept select Mercury Network candidates - Click to
select the candidate(s), click Accept Candidates in the
toolbar, and click Yes to confirm your acceptance.
- To accept all Mercury Network candidates - Click the
Click here to accept and add all link above the candidate
list and then click Yes to confirm your acceptance.
- To reject select Mercury Network candidate - Click to
select the candidate(s), click Reject Candidates in the
toolbar, and click Yes to confirm your rejection.
- To reject all Mercury Network candidates - Click
Discard All Candidates in the top toolbar and then click
Yes to confirm your rejection.
- To invite select non-Mercury candidates to join the Mercury
Network and your fee panel - Click to select the
candidate(s), click Invite Candidates, fill out an
invitation message (or use the default invitation), and click
Send.
- To invite all non-Mercury candidates to join the Mercury Network and
your fee panel - Click the Click here to e-mail sign-up instructions
to all these vendors link above the candidate list, fill out an
invitation message (or use the default invitation), and click
Send.
- To edit the candidate to fix errors - Click to select
the candidate(s), click Edit, use the provided fields to
update the candidate's information, and click Save.
Related Topics:
Create a CSV Import File
Edit Imported
Candidates