Purpose: eTools is linked to VISION and pulls selected information for implementing partners from PRG2 vendor records. If a partner already exists in VISION and has had at least one transaction with UNICEF, the partner record should appear automatically in eTools within 24 hours of being created in VISION. However, if the partner has not yet had any transaction and was only recently created in VISION, there may be a delay in the sync. In such cases, the partner needs to be added manually in eTools so that the partnership can be established.
Who: Partnership Manager
When: Import implementing partner details from VISION to eTools
1. Log into eTools with your UNICEF email and password
2. Click on the Menu icon in the top left corner of the screen to open menu
3. Click on Partnership Management
4. Click on Partners
5. A list of your partners will open
6. Click on Import Partner button
7. Enter Vendor Number and click on Save
8. Partner details will be imported from VISION and new partner will be created
IMPORTANT: In case the partner already exists, a message will appear at the bottom of your screen saying "This vendor number already exists in eTools"