Vendor Import

Vendor Import

Article Content: Overview of uploading and importing vendor records in bulk using the vendor import screen

The Vendor Import screen allows you to upload vendor records in bulk instead of entering each vendor manually. This feature is used to streamline vendor onboarding by importing data from a formatted file directly into the Accounts Payable module.

Step-By-Step: 

Step 1: Navigate to System Setup → Account Payable Setup → Vendor Import.

This screen displays the options available to upload vendor data into the system. 

Step 2: Select Browse to choose the vendor import file from your computer.

The file must follow the required format (typically CSV or Excel) containing vendor details such as name, address, tax ID, and contact information.

Step 3: Review the following fields/settings before importing:

  • Import File – Displays the path of the selected file.

  • File Type – Indicates the expected format of the file (e.g., CSV, Excel).

  • Template – Shows the structure that the file must follow.

  • Overwrite Existing Vendors Y/N – If checked, the system updates existing vendor records with the imported data.

Step 4: Click Import to begin processing the file.

The system will:

  • Validate the file contents

  • Check for formatting or data errors

  • Import valid vendor records into the Accounts Payable database

If any errors occur, an error log will be displayed for review. 

Step 5: Once the import is complete, verify the results under Accounts Payable → Vendors to ensure all records were successfully added or updated.

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