Import supplier jobs

Overview

Add several jobs at once to Smartcat by importing them in an Excel file. This guide explains how to prepare, save, and upload such files.

Import jobs from a file

1. Go to Payments, select Supplier payments, and click Add supplier job

   

2. In the Bulk import multiple jobs section, click Import

   

3. Click Download to download the job register template, then populate the template with the details of the completed tasks

💡 For a full description of each field in the job register, see the How to fill in your register correctly section below.

1. When the job register is completed and saved, click Choose File to select it for uploading

2. If the date or decimal separator format is incorrect or invalid, click Back and correct the format

Click Next to continue reviewing the values. This window also appears in the first step of the register upload if Smartcat is unable to automatically parse the columns or the uploaded data format.

1. After uploading, you can still edit the register or fix any data entry errors by doing one of the following:

2. Double-click a cell to enter the correct value

3. Select a column to adjust from the drop-down list and enter the value to be applied to every row in that column

📌 A supplier name in this window may differ from the name that you entered in the register. This happens when a supplier is already registered in Smartcat with this email address and the name has been taken from that account. In this case the supplier's name is not editable. The job cost is calculated automatically by multiplying the rate per unit by the unit count.

1. Click Next to confirm that you would like to import the jobs

   

2. When the jobs have been successfully imported, create an invoice for them and remit the payment by clicking Create invoice & pay. Alternatively, click Go to jobs to open the imported jobs and review them

Your supplier jobs are now imported and ready for invoicing or review.

How to fill in your register correctly

Each row in the Excel spreadsheet listing jobs for payment must contain the following fields:

Language pair selection

The requirements for the language pair selection depend on the value specified in the Service field.

If one of the following services is selected, provide both Source language and Target language, and make sure that they are not identical:

For the following services, only the Target language attribute is mandatory. The Source language field can be left empty:

For the following services, neither the Target language nor the Source language is mandatory. Both fields can be left empty:

Rate-per-unit ranges

When specifying the rate per unit, make sure to remain within the pre-defined ranges. The allowed minimum and maximum values represented in USD are listed below:

Supplier type selection

When importing a job for payment, you need to indicate the payee type in the Supplier Type field. Two options are available: Freelancer or Company.

• If the field is not populated, Smartcat assumes that the supplier type is Freelancer

• If Company is selected as the supplier type, the payment is remitted to the corporate account balance. The payee can use these funds to pay other freelancers across Smartcat or request a cash out.

• If Freelancer is selected as the supplier type, the payment is processed as specified in the payee's account details