Information for your vendors can be imported into your system. Excel templates have been provided below. To import vendor information, navigate to Management Module > Vendors > Importing.


How to use the templates 

  1. Click on the green arrow for the import type you wish to use.



  2. Open the matching template excel file provided below.
  3. Enter the vendor information into the excel template.

        NOTE:  Columns with a * are required fields  


  4. Copy the rows in your Excel template. Paste the copied information into the matching rows in your system.



  5. Click Import
    • If the Import is successful, a success message will appear.

    • If the import is unsuccessful, a message in red will indicate the row number(s) and reason(s) for the unsuccessful import.

              NOTE:  For best results do not import more than 75-150 rows at one time.


Restrictions 

  • Vendor Import 
    • Vendor Type MUST match existing vendor types in the system 
  • Vendor Additional Contacts 
    • Vendor Name MUST match an existing Vendor in the system
    • Additional Phone Type MUST read Toll-Free Number, Additional Phone, or Additional Fax