How to Bulk Upload New Line of Business in a Vendor Account in Xvantage for Associates

Overview:

This article provides a step-by-step guide on how to bulk upload a new line of business in a vendor account using Xvantage for Associates (X4A).

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for Xvantage for Associates (X4A) and open it.

3. Within X4A, hover over the left navigation menu and click Vendors then select Account Management.

4. From the drop-down menu, select Vendor Account. 

5. Use the search bar to find the specific vendor account. 

6. Click the Vendor Account Name (displayed as a hyperlink) to open its details.

7. Click Line Of Business.

8. Click Bulk Upload.

9. Click Generate Product Template.

10. In the pop-up window, click Request SKU Product Template.

11. After completing and updating the downloaded product template, upload the file.

12. Click Start Processing to complete the upload.