Create an Event by Uploading a Delimited File - Swift Strategic Sourcing - Quick Reference Guide

Sep 11, 2026

Quick reference guide for creating a SWIFT Strategic Sourcing event by uploading a standard delimited file. It explains how each event line must specify the required good or service, quantity, and the approximate price, and how agencies can load many lines using a tab-delimited template. The guide also covers the full workflow: accessing the Event Summary page, filling the template while keeping column titles, validating required fields, configuring copy criteria, importing items, reviewing line items, saving changes, and completing posting, analysis, and awarding steps.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages6

Reading Time2 min

AccessFree to download

Step 1: Access the Event Summary page

Step 2: Enter information on the header of the Event Summary page

Step 3: Upload the delimited file to add the lines

Step 4: Complete the remaining sections on the event

QUICK REFERENCE GUIDE February 20, 2024 Create an Event by Uploading a Delimited File When you set up an event in SWIFT Strategic Sourcing module, make sure that each event line calls out the specific good or service that you need. Also, include the desired quantity and the approximate price the buyer believes the line should cost. This allows buyers and suppliers to accurately depict what the quantity and pricing is for each desired good or service. When agencies need to create an event with a large number of lines, SWIFT has a process that allows buyers to use a spreadsheet to load those lines into a new SWIFT event. Suppliers can use this same process to bid on each event line. This process requires uploading a standard delimited file, which is similar to a spreadsheet. • Each column title must remain “as is.” • You cannot change the column titles, field sizes or data types, or rearrange the column order on the template used to upload the data into the event lines. • IMPORTANT! The key to this upload is to do a “Save as” on the sheet as a tab delimited file.txt. Below is an example of the delimited file for uploading lines to an event. The required fields are marked with Required Field and marked in yellow. This quick reference guide provides the basic steps to create an event by uploading a delimited file. Step 1: Access the Event Summary page 1. Navigate to the Add a New Value page. | Navigation Options | Navigation Path | | --- | --- | | Navigation Collection | Procurement, Strategic Sourcing, Create Event. The Add a New Value page defaults. | 2. On the Add a New Value page, enter the following information and press the Add button. • Business Unit • Origin • Event Format: Buy • Event Type: RFx Step 2: Enter information on the header of the Event Summary page SWIFT displays the Event Summary page. Enter the following information on the header. • Procurement Type is a required field. • Enter information in the Event Name, Description, Preview Date, Start Date and End Date. Step 3: Upload the delimited file to add the lines 1. Fill in the fields on the delimited file template with the line information you wish to copy into the new event. Required fields in the template are highlighted in yellow below. The other fields are optional. You can find the Sample Delimited File for Copying Lines in the Strategic Sourcing Quick Reference Guides webpage. 2. IMPORTANT! Save the file as a file type of .txt (Tab delimited) and make it available on your desktop. The file type must be .txt in order to load into the event. 3. In the header, open the Copy dropdown menu and select “Delimited File.” Then, press the Go button. 4. SWIFT displays the Enter Copy Criteria page in a separate window. a. On the Select Criteria section, choose a Copy Method. • Append: Add the line information from the template to existing lines of the event. • Override: Replace any existing lines with information from the template. b. Press the Select File button. 5. SWIFT opens up the Select File for Import window. Press the Choose File button. 6. SWIFT opens up your desktop. a. Choose the completed, delimited file to upload on the File Name section. b. Press Open. 7. SWIFT returns you to the Select File for Import window. You can see your delimited file on it. Press the Upload button. 8. SWIFT returns you to the Enter Copy Criteria page. Review these fields. • File Type: “Items.” • File Includes Header Row: Check the box if your file has a header row. • Error Options: “Ignore Errors.” • Display Import Error Messages: Check the box. • Delimiter Type: “Tab.” • Consolidate Identical Items: Leave the box unchecked. • Category Code: Leave it blank unless you want to change what is in the delimited file. • Quantity: Leave it blank unless you want to change what is in the delimited file. • UOM: Leave it blank unless you want to change what is in the delimited file. Press the Searc

FAQs

What information must each event line include in SWIFT Strategic Sourcing?

Each event line should identify the specific good or service, include the desired quantity, and provide the approximate price the buyer expects for that line.

What requirements apply to the delimited file template when uploading event lines?

Column titles must remain exactly as-is, and you cannot change column titles, field sizes, data types, or reorder columns. The key step is saving the sheet as a tab-delimited “.txt” file.

How are copy criteria handled during the upload process?

On the Enter Copy Criteria page, choose a Copy Method such as Append to add lines to existing ones or Override to replace existing lines with the template data.

Sep 11, 2026

Uploaded by Lucas Vance