Importing Vendors in Bulk

Overview
Upload dozens or hundreds of vendors via CSV to save manual entry time.

Steps

1. Prepare a CSV with columns: Primary Contact Name, Company Name, Email, Phone, Website, Opening Balance, Currency, Billing Address, Shipping Address.

2. Go to Vendor and click the three‑dot Action menu → Import.

3. Upload your CSV file.

4. Map CSV columns to vendor fields.

5. Click Import and review any errors.

Tips

• Download the sample CSV template first to match exact column headers.

• Import in small batches to catch mapping issues early.

Troubleshooting

• Mapping errors? Ensure your CSV headers exactly match the template’s.

• Some rows failed? Check for invalid email formats or missing required fields.