How to Import Vendor Information

Steps

Go to the Settings, located near the bottom of the left-hand menu. Under the Import Heading, Choose Vendors.

Download the template.

• Complete the columns in the template.
• Save the template as a CSV.

Select "Choose File"

Choose the CSV file you just created.

Click Import.

Be Sure

• Phone numbers do not have a leading (1) before the number
• Spell out full country names before importing (Can > Canada, USA > United States of America)