Uploading spend data for Tier 2 Diversity reporting – TealBook Help

TealBook's Tier 2 Diversity solution encourages strategic partnerships between buyers and suppliers to boost supplier diversity programs. It takes traditional diversity reporting a level deeper by examining the suppliers' diversity spend and enabling suppliers to allocate percentages of their diverse spend to their buyers.

If you've received an invitation to Tier 2 Diversity reporting, start by accepting your customer's invitation then proceed to the Load tab where you can add your spend data and publish your Tier 2 diverse spend for buyer allocation.

To add your spend data, you can either upload a spend file for the quarter using the provided spend template or enter your total spend amounts for each diversity category for the selected quarter.

If you choose to upload a spend file, our system will match the suppliers listed in your file with the supplier profiles on TealBook and summarize your spend amounts based on your suppliers' diversity qualifications.

Once your spend file is loaded to TealBook, you'll have a chance to review your supplier mapping to ensure that your suppliers are matched with the correct TealBook supplier profiles. Your total diverse spend in each diversity category, once published, will be available to you on the Share tab to allocate to your buyers as Tier 2 diverse spend.

To complete the spend file template and upload your spend file:

Firstly, navigate to the hamburger menu found in the top left of app.tealbook.com and select Supplier
You should be taken to your supplier profile page. In the banner above select Diversity
Navigate to the Load tab and click the + icon or Get started button.
From the Buyer dropdown, select the customer whom you would like to add spend data for.
Select the Year and Quarter.
From the Data type dropdown list, choose File.
In the Spend type dropdown, choose Full spend if you'd like to load your full spend data or Direct if you'd like to load only your direct spend data.

Note: Only one full spend file may be uploaded per quarter. Diverse spend amounts from the uploaded full spend file may be allocated to multiple buyers as long as allocation across all buyers does not exceed 100% of the spend file's diverse spend amount.
Click the Download spend template button and open the template file.
In the template file, review the instructions in the Instructions tab, then populate your spend data under the appropriate columns in the Details tab ensuring that all required fields are filled.

Note: Do not change the name of the spend template's Details tab. We won’t be able to process your file if the Details tab is missing or its name is changed.
When you’ve finished populating your spend data for the quarter, verify that all required columns are filled, then save the file.
Upload your completed spend file by either dropping it in the uploader box—highlighted in green with a dashed border—or clicking the uploader and browsing for your load file.

Note: If you closed the browser window while populating your spend file, repeat steps 1 to 5 to get to the uploader ensuring that you select the correct buyer, time period, data type, and spend type.
Click Upload file.

When your spend file is successfully uploaded, it will appear in the Diverse spend information table within the Load tab with the status Processing. This means that our system is attempting to match the suppliers in your spend file with TealBook supplier profiles. This process can take between 5 to 60 minutes.

When processing is complete, the file status will change to Complete and you’ll be able to view and edit the supplier mapping and publish the file for buyer allocation.

The Tier 2 Diversity Guide includes the following articles:

What is Tier 2 Diversity reporting

Accepting invitations to Tier 2 Diversity reporting

Uploading full spend data for Tier 2 Diversity reporting — you are here

Entering aggregate spend for Tier 2 Diversity reporting

Reviewing and editing supplier mapping for Tier 2 Diversity reporting

Publishing spend data for Tier 2 Diversity reporting

Allocating and sharing Tier 2 diverse spend to customers

Linking published indirect Tier 2 diverse spend to multiple buyers

What happens to the data uploaded for Tier 2 Diversity reporting