How to Import Vendors


Please Note: 

It is recommended to use a CSV file for import and also recommended to use the import template available in the Import screen within FINSYNC. Follow steps 1-3 below to access the CSV import template.


1. Hover over Payments from the top menu and select Vendors

2. Click Import from the top right.

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3. Follow the steps starting with downloading our template so you can add your vendors to the document using the correct format. The CSV template outlines the 9 fields you will fill in with your vendor information. 

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4. Once you have finished adding all of your vendor details to the template, choose Select File in step #2 to search for your CSV or Excel file from your computer. You will then see a preview of your vendor list.

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5. Click Import Vendors. You will be notified of any issues with the data in your file, such as improperly formatted dates or empty fields.

NOTE: It may take some time to complete the import and this will depend on the number of vendors. A status message will appears when the import is complete.




Related Articles: 

How To Import Bank Transactions

How to Add Vendors

How to Edit Vendor Profiles

How to Track 1099s for Vendors