How do I import vendors from a file?

If you’re looking to save time from adding each new vendor one by one manually, you can import your list of vendor in bulk instead.

 

Bills and Vendors are part of Accounts Payable which is only available on trials as well as Premium and Select plans.

 

When creating the CSV file, ensure the file has these required headers in one of the options below, and then add your data:

Option 1

First Name	Last Name

 

Option 2

Company Name

 

Option 3

First Name	Last Name	Company Name

 

• First Name and Last Name
• Company Name

 

There are also optional headers you can include in the file to import more data:

First Name	Last Name	Company Name	Account Number	Email	Phone	Address Line 1	Address Line 2	City	State	Zip	Country

 

• Account Number
• Email Address
• Website
• Phone Number
• Address Line 1
• Address Line 2
• City
• State
• Zip Code
• Country

Once your file is ready, import it in with these steps:

1. Select the Expenses section
2. Then select the Vendors sub-section
3. Next, select the More Actions button
4. Select Import Vendors
   
   
5. Then select Choose File…
6. Next, select your CSV
7. Match the fields to the columns from your file using the dropdown (e.g., First Name should match to the First Name header inside your file)
   
8. Select Continue
9. Next, match any other optional fields for Address Line 1, Address Line 2, City, State, Zip Code, and Country
   
10. Once you're done matching fields, select Import Vendors
11. New vendors will be added and you can start reviewing them in your list of vendors.

 

FAQs

Can I export my list of vendors?

To export your vendors, use the below steps:

1. Select the Expenses section
2. Then select the Vendors sub-section
3. Next, select the More Actions button
4. Select Export Vendors. A CSV file will begin downloading.
   

Why did I get an error uploading my file?

The CSV file may be invalid depending on the error:

• The vendor name is already taken - Vendor names are unique and must be different
• The CSV file itself is corrupt - Copy the information to a new workbook and re-save as a .csv format
• There are no header columns in the file or one header column is missing - First and Last Name or Company Name are required to be the first row in the file (if headers are missing, the first row is skipped)
• There are invalid formats in the file (e.g., incorrect emails)
• The file is larger than 2MB - try splitting it into two or more CSVs instead
• There are more than 500 rows