Step 4 - Importing Supplier Accounts into Pastel

Step 4 - Importing Supplier Accounts into Pastel

Importing Supplier Accounts

Creation Date: Apr 16, 2025
Created By: Aidan Quin

1. Click on Car Care Clinic

Click on Car Care Clinic

2. Click on Suppliers

Click on Suppliers

3. Select the date range followed by Generate

Select the date range followed by Generate

4. Click on "Pastel" to get the correct format

5. You can chose a Pastel version if necessary, this formats it correctly for selected version.

You can chose a Pastel version if necessary, this formats it correctly for selected version.

6. Click here to include the headers

Click here to include the headers

7. Click the "Download Pastel" button

8. Click here

Click here

9. Click here

Click here

10. Select "Import Supplier Accounts"

11. Click to search for the file from Evolv

Click to search for the file from Evolv

12. Select the "Suppliers" file from Evolv

13. Click here

Click here

14. Click here

Click here

15. Make sure all the columns are mapped correctly

Make sure all the columns are mapped correctly

16. Click here

Click here

17. You will see how many suppliers were imported here

You will see how many suppliers were imported here

18. Click here to close

Click here to close

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