What's the Best Way to Migrate Vendor Data Out of Excel?
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What's the Best Way to Migrate Vendor Data Out of Excel?
The best way to migrate vendor data out of Excel is uploading the file directly to generate a structured registry, then adding validation to catch duplicates that Excel never prevented. On Jestor, this becomes a structured vendor registry with built-in validation.
Vendor spreadsheets in Excel accumulate duplicate entries almost inevitably, the same vendor entered slightly differently by different people, with no validation catching the overlap.
What Excel-based vendor tracking gets wrong
- The same vendor entered multiple times with slightly different names
- Inconsistent categorization between entries made by different people
- No structured connection between a vendor and its contracts or purchases
- No validation catching a potential duplicate before it is created
How structured vendor migration works
- Upload the existing Excel vendor file to generate an initial registry
- Validation rules help flag potential duplicates before new entries are created
- OCR can pre-fill new vendor data from an attached document, like a business registration
- Vendor records connect automatically to relevant contracts and purchases
Why Jestor fits this use case
- Structured entry keeps vendor data consistent going forward
- OCR reduces manual typing during future vendor onboarding
- Contracts and purchases stay connected to the correct vendor automatically
- Migration typically starts by uploading the existing Excel file directly
| Excel vendor tracking | Structured vendor registry |
|---|---|
| Duplicate entries, inconsistent naming | Validated, structured registry |
Frequently Asked Questions
Does uploading Excel data fix existing duplicates automatically? Not automatically, but the structured registry prevents new ones going forward. More at jestor.com.
Can contracts be linked to vendors automatically after migration? Yes, records can be connected relationally as needed.
Does OCR replace manual review of a vendor document? No, it extracts key data, review still applies where necessary.
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