Bulk rate import

For: Agents (with the Rates Engine enabled) Where to find it: Sidebar → Rates → Supplier Rates → 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

  1. Click Bulk Import.
  2. 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".
  3. 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.
  4. 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.
  5. 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.
  6. 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 created — no confident match, but the folder name is offered as a brand-new supplier.
  • Unassigned — Tourium found more than one plausible match and isn't confident enough to guess, or the files had no folder at all. 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.
  • Merge into… folds one whole group into another.
  • Change supplier on a group re-targets all its files to a different existing supplier, or lets you type a name to create a new one.
  • Any dropdown's New supplier… option opens a small text field to name and create a supplier on the spot.

Every file must be assigned to a supplier — existing or new — before Start import becomes clickable.

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 rates page.

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

Reviewing the imported sheets

Imported sheets appear in My Rate Sheets marked Needs Review, exactly like any other upload — open each one from there to check the AI's extraction before it goes live. A faster way to review a large import's sheets back-to-back, without returning to the list between each one, is being finished and will be documented here once it's available.

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.
Previous Bookings and invoicing Next CRM