Bulk Import your Accounts/Buyers

One of the last steps to setting up your Ribbon site is to add and invite buyers to your site.

• Begin by logging into your Ribbon URL (companyname.meetribbon.com).
• Click on your initials in the upper right corner
  • Then click on Workdesk

• Click on Users

• Click on Accounts

• Click on Add Account

• Download Account Import Template (.csv file)

• Fill out template
  • Buyers Info
    • Billing Name/Email/Address/City/State/Zip Code/Phone/Interests
    • Contacts (up to 5)/Contacts' Email
    • Shipping Name (if different from Billing)/Address/City/State/Zip Code/Phone
  • Save spreadsheet as a .csv
• Click on Import List

• Drag and drop your completed .csv file into the box and click Begin Import

• Exit back to workdesk and click Users Import

• Your upload should show up at the top of the list 
  • It may take a bit for the download to cycle, anywhere from 5 to 30 min
  • Once the status reaches "Step 5 of 8" you need to click APPROVE in order to complete the upload 

• Status of upload should change from "draft" to "approved"
• Let the download continue until status reads "Import Complete (Step 8 of 8)"
  • This may take an additional 5-20 min

• You have now successfully uploaded a batch of Accounts/Buyers
  • They are now searchable on the Users/Accounts screen
• Note: You can now invite your Buyers to log on and begin placing orders
  • You can either Bulk Invite Buyers which will allow you to invite multiple buyers
  • Or you can invite individual buyers