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.
When putting together the CSV, ensure the file has these required headers, 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 | 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:
- Click on the Expenses section
- Then click on the Vendors sub-section
- Next, click on the More Actions button
- Then select Import Vendors
- Click on Choose File…
- Select your CSV
- 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)
- Click on Continue
- Next, match any other optional fields for Address Line 1, Address Line 2, City, State, Zip Code and Country
- Once you're done matching fields, click on Import Vendors
- 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:
- Click on the Expenses section
- Then click on the Vendors sub-section
- Next, click on the More Actions button
- Then 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 & 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)
- There are empty cells in the file (right click and select Delete to clear out empty cells)
- The file is larger than 2MB - try splitting it into two or more CSVs instead
- There are more than 500 rows