Keeping your company profile up to date is crucial. It not only adds credibility when potential clients view your information or catalog, but it also enhances your visibility in the ScopeMatch platform.
By maintaining accurate and complete details, you’ll improve your position in the matching algorithm, especially when users search for specific products through the Search Request feature or when enterprise user search for potential vendors. Make sure your profile reflects the most current information to maximize your business opportunities.
Follow the simple steps below to update your profile on ScopeMatch.
Updating Profile #
- Log Into Your Account
- Visit app.scopematch.com and log in using your credentials.
- Access Company Profile
- Locate the “Company Profile” tab on the left-side navigation panel.
- Click on it to open your company’s profile.
- Edit Company Information
- In each section of the profile, click the edit icon [pen] (located in the top-right corner) to make changes.
- After editing, click the accept/save icon [check mark] in the same top-right corner to confirm and apply your updates.
Audits Section #
The Audits section allows users to document both the audits they have requested and the audits that have been conducted on them by companies. This section helps maintain a clear and traceable record of audit activity, improving transparency and accountability across the platform.
Located at the bottom of your profile, the Audits section can be accessed and updated at any time.
You can add the following details:
- Company requesting the audit
- Company being audited
- Company performing the audit, if applicable
- Type of Audit
- Method
- Outcome
- Comments such as conditions, date, renewal date, action required, etc.
Adding Products to Your Catalog #
You can showcase your offerings by adding products to your company profile through the Product Catalog feature. Follow the steps below:
- Open the Product Catalog
- Click on the “Product Catalog” button located in the top-right corner of the Company Profile page.
- This will open a new page containing a product table.
- Add a New Product
- To add a new product, click the “+” button in the top-right corner of the table.
- A new row will appear in the table for you to fill out.
- Select Product Category
- From the dropdown menu in the first column, choose the category that best matches your product.
- Once selected, the table will automatically display the relevant specifications associated with that category.
- Fill in Product Details
- For each column, select the option that best describes your product.
- If a specific detail or spec isn’t listed and you’d like to include it, feel free to reach out to us at helprequest@scopematch.com — we’d be happy to help!
- Edit or Delete Products
- To make changes to an existing product, click the edit icon on the respective row.
- To remove a product, click the delete icon on the same row.
Bulk Upload #
Alternatively, you might upload your catalog from an excel file. Note that this option is available only for paid tiers.
Please follow these instructions carefully to ensure your data is uploaded accurately.
File Format & Structure
#- One category per file: Each file must contain products for a single product category only.
- Only the first sheet of your file will be read and processed
- Category name: Specify the product category in cell A1.
- Specification headers:
- Cells B1 to F1 must contain the names of the specs related to the product category (e.g., Size, Material, Grade).
- Values for each spec should be listed in the rows below (starting from row 2).
- Each row represents one product, based on the category in A1 and the specs in B1–F1.
- Empty cells are allowed and will be treated as blank values.
- Please be mindful: Ensure that the data is as structured and clean as possible to avoid processing issues and to improve catalog quality.
Data Behaviour & Processing #
- Dropdown options: The uploaded spec values will be converted into dropdown options for manual entries when that product category is selected.
- Custom categories: If the uploaded category matches a system default, a new custom category will still be created with the suffix “(by user)”.
- Duplicates: Warning – uploading the same data multiple times will currently result in duplicate records and duplicated dropdown options.
- Comma-separated values:
- If a single cell contains comma-separated values, it will be split into multiple rows. If multiple cells in the same row contain comma-separated values, the system will generate all possible combinations across those values.
- Additional columns (G and beyond):
- Any data in columns G or later will be concatenated into a single “Notes” field for that product row.