There are two ways to get your existing procurement data into oboloo. You can import supplier and contract records yourself from a CSV file in Settings > Import Data, or have oboloo's team migrate your data for you.

Before you start

To import data yourself, your role needs access to Import Data. To check your access, see Viewing Your Access Rights. The Import Data tool is available on every plan, including Free.

Which option to use

Data

Import it yourself

Ask oboloo to migrate it

Suppliers

Yes, from a CSV file

Yes

Contracts

Yes, from a CSV file

Yes

Savings

No

Yes

Anything else

No

Ask your account manager

💡 Tip: New accounts include demo records. Remove them in Settings > Company Settings > Remove all demo data before you import your own data, as imported records can't be linked to demo records. See Demo Records and Removing Demo Data.

Import suppliers or contracts yourself

Go to Settings > Import Data. The tool takes you through five stages: Type, Upload, Map Columns, Validate & Import and History.

  • Choose the type: Supplier Records or Contract Records. Each has a sample template you can download.

  • Map your columns: oboloo matches your CSV columns to its fields automatically, and you can change the matches. You can also map to custom fields in the record's summary, except dropdown fields.

  • Missing values: you can choose to create missing locations, departments and categories automatically.

  • Check before you import: your data is checked against existing values, and you can review and fix any issues before the import completes.

For step-by-step instructions, see Importing Suppliers into oboloo and Importing Contracts into oboloo.

Have oboloo migrate your data

When you join oboloo, our team can migrate your supplier, contract and savings data for you, free of charge. Your account manager works with you to map it correctly, including data from another procurement system.

  • Get in touch: contact your account manager, or go to oboloo.com/contact-us.

  • Send your data: share it as a spreadsheet or as an export from your current system.

  • We map and upload it: our team reviews and formats your data so it fits oboloo's fields, then uploads it.

  • Review and go live: we let you know when it's done and show you where to find everything.

What you can do from here

To…

Do this

Guide

Import supplier records

Settings > Import Data > Supplier Records

Importing Suppliers into oboloo

Import contract records

Settings > Import Data > Contract Records

Importing Contracts into oboloo

Remove demo data

Settings > Company Settings > Remove all demo data

Demo Records and Removing Demo Data

Add fields for extra data

Settings > Custom Fields & Tabs

Create and Manage Custom Fields

Common questions

Can I import savings records myself?

No. Import Data covers supplier and contract records only. Contact your account manager to migrate savings data.

Can I use an import to update records that are already in oboloo?

Yes. Import Data can create new supplier or contract records or update existing ones. The import guides explain how records are matched.

I can't see Import Data in Settings

Your role doesn't have access to Import Data. The Administrator, Superuser and Regular User roles have it by default. Ask an administrator to check your role.

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📌 Need Further Help?
If you need further assistance, please contact your internal platform administrator for support. Otherwise please reach out to oboloo's support team. If you are unable to view the above area in the oboloo platform, please check your user permissions and access rights.