How to add event line items and sections using Simplified Excel Import?

If you only want to import line items and sections to an RFP event, you can use the Simplified Excel Import feature to quickly add sections and line items. You can specify term values for line items, such as quantity and price. You can also specify values for custom terms.

The Simplified Excel Import operation replaces all content in an event with the contents from an Excel document.

Procedure:

1. Create or open the SAP Ariba Sourcing event that you want to add content to. The event must be in the Draft state.
2. Navigate to the Content page of the event.
3. Add a sample line item that contains all terms (including custom terms) you want to use for all line items.
4. Click Simplified Excel Import at the bottom of the page to open the Import Content from Excel page.
   • In Step 1 , click Click here to open your RFP/Auction in an Excel Spreadsheet to create and download a template for the content you want to add.
   • When the download completes, choose to either open the template in Microsoft Excel or save it, then open it. 
   • Add or edit rows for the content. Save your changes.
5. Return to the Content page for the event and click Simplified Excel Import at the bottom of the page.
   • In Step 3 of the Import Content from Excel page, browse to find your Excel document.
   • In Step 4 of the Import Content from Excel page, click Import.

When updating the excel file:

1. Do not remove the blue header row.
2. Any existing content in the event will be deleted and replaced by the contents of the Excel document. If you already had items in your event that you want to retain, do not remove the entries for these items.
3. By default, all terms are applied to all line items. If you do not want to include a term for a line item, enter N/A in the corresponding cell.

Please note that, by design, the Simplified Excel Import option is only available before publishing the event the first time. if you need to edit it, you can you the Excel Import option.

Strategic Sourcing > Sourcing Events