The first step is to select the tender database. The Tender database contains all the contact details of the companies you select for tenders and the types of packages or trades they are associated with. If your company doesn't have a tender database you will be prompted to create one.

Create New Database

1. Click create new database.

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2. Give your database a name e.g. "national database”.

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3. Download the database spreadsheet template. Hovering over each column header will describe what you need to enter.

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4. Save the completed spreadsheet.

Select File

1. Click Select Files or drag and drop your saved spreadsheet into the upload section.

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2. Click next step.

Error in Excel

1. If there is an error in your excel file for example, you left a required field blank, the system will alert you with the line that has the error. You then go back and edit the spreadsheet and select the file again. 

Matching Trades

1. You're almost ready to import. The next step is to match any trade descriptions the system doesn’t recognise to our global list of trades. Simply select the nearest match from the list, what you select won’t affect the trades you use to tender; you’ll still be using your trade descriptions.

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2. When you have completed matching your trades, click next step. This will begin to import your tender database.

Database Created

This system will now create the database in the background and begin importing the data. You, along with any other tender module administrators, will be sent an email to tell you when the import has finished and your tender database is ready to use.

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