Export order history from a SciQuest eProcurement Platform to import to Quartzy

* SciQuest is a registered trademark of SciQuest, Inc. Its use is for information purposes only and does not imply any affiliation with or endorsement by SciQuest, Inc.  

** All institution and company names mentioned herein are used for identification purposes only and are trademarks or registered trademarks of their respective owners. Quartzy, Inc. disclaims any affiliation, association, connection with, sponsorship, or endorsement of such institutions, companies, and/or trademark owners.

These instructions were taken from BearBuy, the eProcurement Platform used at UCSF and Berkeley, but they will also work at many other institutions.

Please note, not all institutions will allow you to export your old orders as "transactions" into a spreadsheet. If your purchasing system belongs to SciQuest* (check this list to see if it does), you should be able to do this export. Just substitute your purchasing system's name for BearBuy!

 

Here's how to Export:

1. Login to BearBuy and hover over the Documents icon on the left (see picture below).

export_bearbuy.png

 

2. Click "Search Documents"

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3. From the drop-down, select "Purchase Order" and click "Go".

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4. You should see a list of many purchase orders. If some names don't look familiar, then filter in the "Requester" box (left hand side) by your name or any other person's name in your group (this can be organized by lab, department, or only give you your own orders, depending on your institution).

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5. Once you see a list of purchase orders that looks familiar, click "Export Search" (left side of window).

export_search.png

 

6. Give the exported file a name, and select "Transaction Export" from the dropdown.  Do NOT select Screen View.

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7. Click "Submit  Request" and then close the window.

 

8. Go back to the icon in step #1 above and click "Download Export Files"

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9. Find the file you just created and click it (it will be a .zip file) to download it to your computer.  NOTE - depending on how many records you have, it can take a few minutes for the system to generate the .zip file, which will contain several spreadsheets of information

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10. Copy-and-paste to upload your order history for easy re-ordering! 

 

Email your spreadsheets to support@quartzy.com and we can decode and upload them into Quartzy as order histories to allow for seamless reordering! You can learn more about reordering from your Quartzy order history here.

* SciQuest is a registered trademark of SciQuest, Inc. Its use is for information purposes only and does not imply any affiliation with or endorsement by SciQuest, Inc.  

** All institution and company names mentioned herein are used for identification purposes only and are trademarks or registered trademarks of their respective owners. Quartzy, Inc. disclaims any affiliation, association, connection with, sponsorship, or endorsement of such institutions, companies, and/or trademark owners.

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