How to onboard a new tenant

Before you start

Your role is Platform operator (tenant onboarding).
You have the tenant's data: company, sites, users with email and role, lines, tanks, quality and certification classes, measurement and byproduct types, varieties, prices, producers and agreements.
The platform's email sending works, because users get an email invitation.
You will be asked to sign in again at confirmation.

Open the Tenant onboarding screen.
In 1. Template, press Download the current template (.xlsx).
Open the file in Excel. Fill in each sheet from row 3 down. Do not change sheet or column names. See the values each column accepts on the New tenant onboarding page.
Save it as .xlsx.
In 2. Upload and check, in Filled template (.xlsx) choose the file.
Press Upload and check the file and wait for the check.
If Errors appear, fix them in Excel using the sheet, row and column in the list, and go back to step 5.
In 3. Preview, check the Rows per section table: how many sites, users, producers and so on will be created.
Read every Warning (for example a tax id with a wrong check digit) and confirm it with the tenant.
Press Create tenant …: … sites, … users, … producers….
In the Create this tenant? window, press Create the tenant and send … invitations.
Sign in again when asked.
In 4. Result you see "The tenant was created." and the User invitations. Continue with How to follow the user invitations.

Screenshot: to be added

The preview with the rows per section table and the create tenant button

…it says the file was made from an older template. Download the current template and copy the data into it.
…the company code is already in use. Change the Code on the Company sheet and upload the file again.
…it says the file has already been uploaded. The same file already has a waiting batch or already created a tenant. No second one is created.
…I did not confirm within 72 hours. The batch is discarded automatically. Upload the file again.
…the connection dropped at confirmation. Press Retry: create the tenant (same request). It never creates a second tenant.
…I want to stop. Press Discard this batch (nothing is created).