Import your Data

If you need to load large amounts of data into Discovery, our support team can assist you. Please see our existing import templates below, or contact our team for assistance.

New Account Setups

We have created a streamlined Excel template which you can load your data into and return to us. Once we've received the Excel file we'll review it for data integrity and then import the information into Discovery.

You can download the import template here: discovery_client_data_import_template.xlsx

Billing Group Fees

For tenants with the Revenue module enabled, you have the ability to bulk import Billing Group Fees. The importer can be found on this page.

Below are sample templates for this process:

Vendor Bid & Fee Create/Update

For tenants with the Procurement module enabled, you have the ability to bulk import and update vendor Bids, as well as bulk import vendor Fees. You can upload this data on the Vendor Bids page.

Below are sample templates for this process:

  1. VendorBidsBulkCreate.csv (Click to Download)
    1. Used to create NEW Vendor Bids.
  2. VendorBidsBulkUpdate.csv (Click to Download)
    1. Used to UPDATE EXISTING Vendor Bids
  3. VendorBidFeesBulkCreate.csv (Click to Download)
    1. Used to create NEW Vendor Bid Fees.

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