Rivo allows you to upload a variety of files in static data in one go, allowing you to upload all the data in one click and reducing the amount of time it takes. Using this bulk upload option, you can upload the parties you are dealing with.
How to Upload :
Users can download the template in XLSX format with all of the necessary options by selecting the Bulk upload option on the right side of the screen when entering the Rivo app's My parties section. After you've chosen an option, click "start uploading," and then try to import the XLSX file you filled out with all of the required information.
The following table lists the fields that you can include in the XLSX file:
Field | Explanation |
Party Name* | The name of the party |
Legal Entity ID | The legal entityID of the party |
Address* | The address of the party |
City* | The city of party |
Country* | Enter a standard abbreviation, for example, DE for Germany, CH for Switzerland, etc. |
Contact Person Name | Contact Person Name |
Contact Person Work Email | Contact Person Work Email |
Contact Person Work Phone | Contact Person Work Phone |
If you add a document with inconsistencies and upload it, you will receive an error message detailing the specific error of the uploaded document.
Refer to the attached file Parties bulk upload.xlsx for bulk upload format
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