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      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.

      With the CSV import, you can specify either the Company Name or the First Name and Last Name of your Vendors, which are required fields.

       

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

       

      These are also optional fields you can include in your file:

      • Account Number
      • Email Address
      • Website
      • Phone Number
      • Street Address
      • City
      • State
      • Zip Code
      • Country


      To import your file in, use these steps:

      1. Click on the Expenses section
      2. Then click on the Vendors sub-section
      3. Next, click on the More Actions button
      4. Then select Import Vendors
        Import vendors option underneath more actions button.
      5. Click on Choose File…
      6. Select your CSV
      7. Match the fields to the columns from your file using the dropdown (e.g., First Name should match to the column that has First Names in it)
        Fields for mapping from your file to the fields in Freshbooks.
      8. Click on Continue
      9. You can also match additional fields if needed like the Street Address, City, State, Zip Code and Country which are optional
      10. Then click on Import Vendors and your new Vendors will appear in your list of Vendors.

       

      FAQs

      Can I export my list of Vendors?

      To export your Vendors, use the below steps:

      1. Click on the Expenses section
      2. Then click on the Vendors sub-section
      3. Next, click on the More Actions button
      4. 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

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