Vendor Import Guide
This guide provides an overview of the file requirements and supported values for importing Vendors.
Vendor Import Template
We recommend using the Vendor Import Template.
Go to your Company drop-down menu and choose Import Data then click Import Templates > Vendor Template
NOTE: If you are using a spreadsheet generated from another system, modifications to the file type and data may be needed to ensure proper format and data mapping.
Columns not marked as Required may be left as blank cells in the import file and skipped during the mapping process.
Columns & Values
|country||No|| These must be in the form of County Codes (not names of countries).
See our Country Codes List for a list of codes
|fuel||No|| Should this Vendor have the Fuel classification enabled?
This enables the Vendor to be associated with Fuel Entries
|service||No|| Should this Vendor have the Service classification enabled?
This enables the Vendor to be associated with Service Entries and Work Orders
|parts||No|| Should this Vendor have the Parts classification enabled?
This enables the Vendor to be associated with Parts and Purchase Orders
|* Vendor Custom Fields||No||Custom Fields can be setup under Settings > Custom Fields. Any Custom Fields with the "Vendor" record type will also be available to import data into.|
Vendor Custom Fields
Custom Fields can be created for Vendor records in your Account Settings. Any Custom Fields with the Vendor record type will also be available for import.
TIP: Learn more in the Custom Fields article.
Vendor Import Process
For detailed step-by-step instructions, refer to the Data Import Overview article.