Goal:
updating Vendors in bulk
The following article outlines how to update Vendors in bulk. If you don't have Vendors in your Procurify account and you would like to import Vendors into your account for the first time, review the article How to import Vendors. You will need access to Settings and the Procurement module to complete the following steps.
Steps:
Download the template, available at the bottom of the following article, titled Vendor Import.csv
In Procurify, select Procure on the left-hand navigation bar → Vendors select Export CSV at the top right-hand side of the screen.
Copy the information from the exported file and paste it into the Vendor template.
Note, not all the column data is required in the template. Only columns A-G are required and column AA; You will need to update the Action on Duplicate column or AA column to complete the bulk update. Type the word UPDATE in the Action on Duplicate column.
Save the file to your computer.
Once you've saved the CSV file, there are two ways to import Vendors into Procurify.
A. Via Procure module
Go to Procure → Vendors.
Select Import Vendor.
Select Browse & Upload CSV
Locate the file and select Open
Select Import
If there were any errors, make the required changes before re-uploading the CSV. You have successfully finished the import!
B. Via Settings.
Go to Settings → Import Data.
Scroll down and look for Vendors.
Select the Import CSV button.
Select Browse & Upload CSV
Locate the file and select Open
Select Import
If there were any errors, make the required changes before re-uploading the CSV. You have successfully finished the import!
When updating ACH payment details via import, ensure the Routing Number in Column W is 9-digits. Canadian companies should add a leading 0 before the Routing Number so it reads 012345678 with nine numbers.
Additional Information:
To download the import template directly from your account. Select Settings → Import Data → select Import CSV next to Vendors → and select Download Template.
Imported Vendors will automatically be classified as Preferred.
If you're integrating with NetSuite, do not import Vendors, as Vendor data will sync from NetSuite to Procurify.