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Upload a list to Monitor

While you can check each of your trading partners if they exist in Pagero Network, the easier solution is to utilize the Monitor function. With a single list you can check if whether all your trading partners are accessible via Pagero Network, or just some of them.
note
You can also upload the trading partners individually, using the
Add
 button at the top of the table. Now you are able to monitor your trading partners. The table will show you all the found matches in our network. When a match is found, you can click on a trading partner and proceed with the connection steps as described in the
Search
 section. If a match is not found, you can invite the trading partner to join our network. This action is available in the
Invite
 section that you can choose from the top menu of the
Network.
  1. Click the
    Import
    button in the upper left corner of the view.
  2. If you need to create the file, downloading the
    Template
    in Excel or CSV format first and creating it on basis of this file is recommended. The mandatory fields are
    Company name
    ,
    Country code
     and one or more of the electronic IDs (
    OrgNo, GLN, EID, IBAN, VAT, OVT
    ) which are then used to search for a match within Pagero Network.
  3. Choose the type of your list and click the
    Upload
    button, choose the ready file from your computer and click
    Open
    in the lower right corner of the window.Monitor supplier list
  4. The file will be uploaded and the status of the upload will be displayed in
    Import progress
     section of the right menu.
  5. All the uploaded files will be then listed in the
    Sources.

This article applies to:

  • PRODUCT: Pagero Online

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