Bulk Import Buyer Organizations Spreadsheet

B2B Suite

B2B Organizations

This guide will walk you through the process of filling out the bulk import spreadsheet for use with the Bulk Import API to efficiently manage Buyer Organizations, Cost Centers, and Members through bulk import functionality.

Before you begin

To use the bulk import of buyer organizations, you must first install and configure the B2B Suite which includes the B2B Organizations app.

Step-by-step

Download the template file.
Fill in the file with buyer organizations data following the specifications detailed in File structure for import.

ℹ Ensure your file is in .xlsx format and does not exceed 50MB.

Once your file is ready, upload it by making a request to the Upload file endpoint.
Validate file content by making a request to the Validate file endpoint.
Once the file is successfully validated, start the bulk data import by making a request to the Start import endpoint.

File structure for import

Before starting the upload and import process, it is essential to understand the required file structure. Ensure your import file adheres to the guidelines outlined below.

File tabs

The import file should be structured with up to three tabs, each serving a distinct purpose:

Buyer Orgs tab: Contains detailed information about buyer organizations.
Cost Centers tab: Dedicated to managing cost centers within organizations.
Members tab: Stores information regarding members associated with organizations and cost centers.

Columns in the Buyer Orgs tab

Each new organization should have one cost center in the Buyer Orgs tab. Additional columns for each custom field configured for the merchant can be added at the end of the Buyer Orgs tab.

Check the default columns present in this tab in the table below. Mandatory information is marked with *.

Column	Type	Description
Buyer Org ID*	String	Unique identifier for the buyer organization, for tracking and future updates.
Buyer Org Name*	String	Official name of the buyer organization.
Admin First Name*	String	First name of the administrator overseeing the buyer organization.
Admin Last Name*	String	Last name of the administrator overseeing the buyer organization.
Admin Email*	String	Administrator's email address serves as the organization's primary point of contact.
Cost Center ID*	String	Unique identifier for the cost center essential for tracking and future updates.
Cost Center Name*	String	Name assigned to the cost center.
Address Type*	String	Classification of the address (e.g., residential, commercial).
Postal Code*	String	Postal code corresponding to the address.
Street*	String	Street name of the address.
Number*	String	Numerical identifier for the location (house/building number).
Complement*	String	Additional information regarding the address if any.
Neighborhood*	String	Neighborhood of the address.
City*	String	City where the address is located.
State*	String	State where the address is situated.
Country*	String	Country of the address.
Receiver Name*	String	Name of the individual who is the point of contact at the address.
Phone Number*	String	Contact number for the receiver.
Business Document*	String	Document that contains essential business information (e.g., tax identification number).
Collections	String	Collections allowed to the buyer organization, separated by comma.
Price Tables	String	Price tables allowed to the buyer organization, separated by comma.
Payment Terms	String	Payment terms allowed to the buyer organization, separated by comma.
Trade Policies	String	Trade policies allowed to the buyer organization, separated by comma.
Sellers	String	Sellers allowed to the buyer organization, separated by comma.

Columns in the cost centers tab

This tab is required only for organizations with multiple cost centers. If the buyer organization has only one cost center, do not fill this tab.

Check the default columns present in the Cost Centers tab in the table below. Mandatory information is marked with *.

Column	Type	Description
Buyer Org ID*	String	Unique identifier for the buyer organization essential for tracking and future updates.
Cost Center ID*	String	Unique identifier for the cost center essential for tracking and future updates.
Cost Center Name*	String	Name assigned to the cost center.
Address Type*	String	Classification of the address (e.g., residential, commercial).
Postal Code*	String	Postal code corresponding to the address.
Street*	String	Street name of the address.
Number*	String	Numerical identifier for the location (house/building number).
Complement*	String	Additional information regarding the address.
Neighborhood*	String	Neighborhood of the address.
City*	String	City where the address is located.
State*	String	State where the address is situated.
Country*	String	Country of the address.
Receiver Name*	String	Name of the individual who is the point of contact at the address.
Phone Number*	String	Contact number for the receiver.
Business Document*	String	Document that contains essential business information (e.g. tax identification number).

Columns in the Members tab

This tab is required only for organization with multiple members. If the buyer organization has only one member, do not fill this information.

Check the default columns present in the Cost Centers tab in the table below. Mandatory information is marked with *.

Column	Type	Description
Buyer Org ID*	String	Unique identifier linking the member to a specific buyer organization.
Cost Center ID*	String	Identifier linking the member to a specific cost center within the organization.
Name*	String	Member's full name used for identification and communication.
Email*	String	Email address of the member serving as a primary point of contact for communication.
Role Id*	GUID	Unique identifier denoting the member's role within the organization.
Can Impersonate	Boolean	Indicates if the member can impersonate another user within the system.