Bulk rate import

For: Agents (with the Rates Engine enabled) Where to find it: Sidebar → Supplier Rates → Upload Rate Sheet → switch to Bulk import (or Upload Rates on My Rate Sheets → Bulk import)

If you've built up a whole library of off-platform suppliers' rate sheets — dozens or even hundreds of files across many suppliers — Bulk Import lets you bring them all into Tourium in one go, instead of uploading one at a time. Drop in a folder, confirm which supplier each sub-folder belongs to, and Tourium uploads and extracts every file in the background.

This is a different, larger-scale flow to Upload Rate Sheet and the older single-supplier bulk uploader. See Uploading supplier rates for those.

What you'll see

The page walks you through four steps, shown at the top: Choose files → Confirm suppliers → Uploading → Done.

Common tasks

1. Add your files

Open Upload Rate Sheet and switch the Single | Bulk import toggle to Bulk import — or click Upload Rates on My Rate Sheets and choose Bulk import in the How would you like to upload? dialog.
Organise your rate sheets into one folder per supplier beforehand, then either:
- Drag the top-level folder straight onto the drop area, or
- Click Choose a folder and select it.
- Choose files is also available for a flat pile of loose files with no supplier folders — they'll all land unassigned and you'll sort them on the next screen.
- Sub-folders become supplier groups automatically — a file's top-level folder name is what it's grouped by, so Kwando/2025/rates.pdf is grouped under "Kwando", not "2025".
Accepted files are PDF, Excel (.xlsx/.xls), or Word (.docx/.doc), up to 50MB each, and up to 1,000 files in one import. Anything oversized or an unsupported type (including CSV and OpenDocument files, which the single-upload form accepts but bulk import doesn't) is skipped with a message — the rest still goes in.
Choose the Document type (Rate sheet or Fact sheet) and, optionally, a Rate type and Start date — these apply to every file in the import.
Set the Expiry date. This is required — it's the date Tourium automatically retires these rates from Touri Chat. You can set a date in the past if you're importing historical sheets for your records; you'll see a note confirming that.
Click Confirm suppliers.

2. Confirm which supplier each group belongs to

Tourium tries to match each folder name to a supplier you already manage. Each group is labelled:

Existing supplier — confidently matched to one of your managed suppliers.
Will be added — no confident match, but the folder name is offered as a brand-new supplier. Add the supplier's Contact email beside it — it's required, because the supplier is emailed at that address — but only after you have reviewed and finalised their rates, never when the import starts. You can still change the email while reviewing.
Unassigned — Tourium found more than one plausible match and isn't confident enough to guess, or the files had no folder at all. The group leads with Who are these rates from?: type the Supplier name (Tourium creates the supplier for you) and its Contact email beside it, or pick one with Use an existing supplier…. These block the import until you assign them.

You can adjust the grouping before starting:

Drag a file into another supplier's column, or use its Move to… dropdown. Tick several sheets to move them together.
Merge into… folds one whole group into another.
Change supplier on a group re-targets all its files to a different existing supplier.
Add supplier adds more columns to the board — existing suppliers or brand-new ones by name.
In any supplier dropdown, start typing a name that doesn't exist yet and an Add new supplier "…" option appears to create it on the spot.

Every file must be assigned to a supplier — existing or new — and every new supplier needs a contact email before Start import becomes clickable.

If you're importing during guided setup, Back on this board returns you to the drop zone rather than leaving the step.

3. Start the import

Click Start import. You'll see an "Uploading X of Y" progress bar as files transfer.

If a file's upload fails outright, it's listed with a reason and a Retry upload button.
If a file uploaded successfully but couldn't be filed as a document, it's called out separately with a Retry registration button — nothing was lost, it just needs the retry.
If you try to leave the page while uploading is still running, Tourium warns you first — leaving anyway stops the import before it finishes.

4. After the import starts

Once uploading finishes, you'll see: "Import started. We'll email you when extraction finishes." Each file is then queued for AI extraction in the background, the same as a single upload.

When every sheet in the batch has finished extracting, you get one notification and one email — not one per file:

An in-app notification: "Bulk import ready for review" (or "Bulk import needs attention" if some sheets failed).
An email, "Bulk import complete", summarising total sheets, how many are ready for review, and how many need attention, with a Review rate sheets button that takes you to your My Rate Sheets page, where the review queue banner (below) is waiting.

Sheets that failed extraction aren't added — reprocess or replace them from My Rate Sheets like any other failed upload.

Watch progress and review the imported sheets

When uploading finishes, click View extraction progress to go to My Rate Sheets. While the batch is working, a banner at the top reads Bulk import in progress, with "Extracting X of Y sheets" and a progress bar that updates live. Once every sheet has extracted, it changes to Rate sheets ready for review with "N sheets ready to review".

The banner's Review N sheets button opens the review queue, which walks you through the batch's extracted sheets back-to-back, without returning to the list between each one:

The top of each sheet shows its place in the queue (for example "3 of 40") and which supplier it's from.
Approving a sheet, or sending it for re-extraction, moves you straight on to the next one.
Skip (or Alt+→) leaves a sheet for later and moves on; Back (or Alt+←) returns to your rates list.
When you've been through them all you'll see All caught up. Sheets that finish extracting later join the queue.

The count on the banner goes down as you review, and the banner disappears once nothing is left to review. It shows while at least one of the batch's sheets is still waiting (extracting or needing review) on the first page of your rates list — if you've filtered or paged it out of view, clear the filters to get it back. You can also open any imported sheet from My Rate Sheets, where it's marked Needs Review like any other upload.

Good to know

Bulk Import requires the Rates Engine module and an active brand selected — you'll see a notice if either is missing.
Dropping the exact same folder twice won't queue duplicate files.
Rates you import stay private to your agency, same as any agent upload — see Uploading supplier rates for how sharing and supplier takeover work.