There are two ways to get vendors into Vendor Pulse: add them one at a time through a four-step wizard, or upload many at once from an Excel template.
vendor:add permissionNavigation: Sidebar → Vendors
Three buttons sit at the top of the list:
| Column | Description |
|---|---|
| Company Name | The vendor's name |
| Vendor Status | Onboarding status, with the remark and who changed it |
| Assessment Progress | How far the vendor's assessment has got |
| Last Assessment Date | The date of the vendor's most recent assessment that has actually started or completed. Assessments scheduled for a future date are not counted here. |
| Risk Score | The vendor's average risk score |
| Impact / Materiality | The impact level recorded for the vendor |
| Risk Manager | The assigned manager |
| Last Updated | When the vendor record last changed |
| Updated By | Who changed it |
You can filter by Status, Impact, Industry, Risk Manager and Created On, search the list, and choose which columns are visible.
The row actions menu offers Delete, and only appears if you have the vendor:delete permission.
Navigation: Sidebar → Vendors → Single Add
The wizard has four steps, shown across the top: Vendor Name → Vendor Details → Contact Details → Review.
Heading: Enter Company Name & Domain.
example.com. Do not include https:// or a trailing slash.Both fields are required. Click Continue.
Service Details
| Field | Description |
|---|---|
| Purpose of Engagement | Why you use this vendor |
| Outsourcing | Yes / No |
| Core/Critical | Yes / No |
| Is Technology (IT) Related ? | Yes / No |
| Is Back Office Vendor ? | Yes / No |
| Data Classification Levels | The data classification levels that apply to this vendor |
| Impact / Materiality | The potential impact this vendor has on your operations — Low, Medium, High or Critical |
| Risk Assessment Required | Whether a risk assessment is required for this vendor |
| Category | The product or service category the vendor supplies |
| Subcategory | Narrows the category. Choose a category first. |
| Industry | The vendor's industry or sector |
| Tier | Tier 1 (highest priority) to Tier 4 (lowest priority) |
Vendor Registration Details
| Field | Description |
|---|---|
| CIN No | Corporate Identification Number, for Indian vendors |
| GSTIN No | GST Identification Number, for Indian vendors |
| Contract Date | The date the contract was signed |
Click Continue.
Vendor SPOC Details
| Field | Description |
|---|---|
| SPOC Name | Your contact at the vendor |
| SPOC Email | That contact's email address |
| Additional Vendor Emails | Any other vendor contacts to copy in |
| SPOC Contact Number | Phone number |
Organisation Details
| Field | Description |
|---|---|
| Business Owner | The internal user who owns this vendor relationship |
| Additional Business Owner Email | An extra business owner not in the platform |
| Business Owner Department | The owning department |
Assign Vendor Manager
| Field | Description |
|---|---|
| Assign Manager | The internal user who will manage this vendor's risk |
Click Continue.
Check the company name, domain and every section you filled in. You can still edit fields here. Click Add Vendor to create the vendor. While it saves, the button reads Adding....
Navigation: Sidebar → Vendors → Bulk Upload
The template's header row must contain all of these columns:
Company Name, Company Domain, Description, Employee Count, Revenue, City, State, Country, Industry, Tier, Impact/Materiality, Contract Date, CIN, GSTIN, SPOC Name, SPOC Email, Extra POC Emails, SPOC Contact Number, Assign Manager Email, Purpose, Core/Critical, Outsourcing, Tech Related, Back Office.
Notes:
Click a vendor in the list to open its detail page. It has seven tabs:
| Tab | Purpose |
|---|---|
| Profile | Vendor profile details |
| Digital Risk | External digital risk findings for the vendor |
| Manage Risk | The vendor's risk register and risk lifecycle |
| Assessment Process | Assessments sent to the vendor and their progress |
| Documents | Documents and evidence held against the vendor |
| Vendor Analysis | AI-assisted analysis of the vendor |
| Team | Internal team members assigned to the vendor |
Fields with no value show Not provided rather than a blank.
On the Profile tab, click the pencil icon next to the vendor's name (tooltip: Edit Vendor Details). Update the details and save. Back to Profile Details returns you without saving.
If you change the SPOC email, Vendor Pulse warns you before saving and tells you what happens to any assessment already in progress.
I cannot see the Single Add button → Creating vendors needs the vendor:add permission. Ask your administrator to grant it.
Continue does nothing on the first step → Company Name and Company Domain are both required. A message appears asking you to fill them in.
My domain is rejected → Enter the bare domain, for example example.com. Do not include https://, a path, or a trailing slash.
Company suggestions do not appear → Not every company is in the external database. Use the Add "…" option to keep the name you typed and carry on.
CIN or GSTIN is rejected → These validate against Indian registration formats. Leave them empty for vendors registered elsewhere.
Bulk upload is rejected as not a valid vendor template → Download a fresh template with Download Template and re-enter your data into it.
Bulk upload says required columns are missing → The message names each missing column. Download the latest template and keep the header row unchanged.
Bulk upload says a business owner was not found → The Business Owner value must be the email address of a user who already exists in your organisation. Leave the cell blank if the vendor has no business owner yet.
My file is too large → The bulk upload file must be 15 MB or smaller.
There is no Delete action on a vendor row → Deleting vendors needs the vendor:delete permission.
Need more help? Contact support@zeron.one