User Guide: Trade Partner Bulk Import Template

Overview

The Wholechain Bulk Import Template is a tool to manage and upload master data into your Wholechain account. The templates will be used to initially configure your account as well as to add additional data to your account as needed. They can be uploaded as many times as needed.

File Instructions

Add all of your company locations where traceability events occur - including warehouses, processing sites, and any 3PLs where you receive or hold product. If your headquarters is used in your ERP to receive product, include it as well.

In the same template, list the trade partners you receive from (your suppliers) and the trade partners you ship to (your buyers). For companies with multiple locations, each physical site should be listed on its own row and properly associated with the parent company (e.g., the same Trade Partner Number applied to each of their locations).

Although the template allows you to manage both your own locations and your trade partners’ locations, providing detailed location information is not required. If preferred, you may list only the trade partners themselves without adding their individual site details.

Trade Partner Number/ID - a unique identifier for your company / trade partner. The IDs will typically match the IDs used in your ERP. If your company / trade partner has multiple locations, the same Trade Partner ID should be listed for each of its locations. 

Company Name* - the name of the company / trade partner. If adding locations for your own company or for trade partners already registered in Wholechain, use the exact name already associated in the account.

Connection Type - leave blank if referring to your own company. Otherwise, select one of the following options:

• Supplier - a trade partner that supplies / ships to your company.
• Buyer - a trade partner that buys / receives goods from your company.
• Other - a trade partner that both supplies AND buys from your company.

PGLN – the GS1 Global Location Number for the company. PGLN is not required. 

Company DUNS - A DUNS number (Dun & Bradstreet number) is a unique nine-digit number that is used to identify an organization. DUNS is not required. 

Location Number/ID - a unique identifier for each of your company’s or trade partners’ locations. The location ID must be unique and easily recalled. Typically, the ID matches the same schema used in your ERP.  Location Number/ID is not required, however, if you do not have unique location number/ID, you are required to have unique location names. 

Location Name** - the name of the location for easy reference in your Wholechain account network. Duplicate Location Names are not allowed unless a unique Location Number/ID is provided. 

Address**- the physical address associated with the location. If entering an address, Address 1, City, and Country are required fields. Address OR geolocation is required for each location. 

Geocoordinates** - only required if you do not provide an address (at minimum, Address 1, City, and Country). Address OR geolocation is required for each location. 

GLN - GS1 Global Location Number. GLN is not required. If your company has a unique GLN for each physical location, you can use the GLN as the Location Number/ID.

Location DUNS - A DUNS number (Dun & Bradstreet number) is a unique nine-digit number that is used to identify your organization. DUNS is not required. Note, this field refers to the 13 digit Location DUNS (that includes the 4 digit location prefix). 

Polygon - a geospatial technique to define the exact boundaries of production areas for certain commodities. GEOJSON is the required format.

Example: How to link a single company to multiple company locations.

*Required field

**Required field only when you choose to include location details