If you sync master data from an accounting/ERP software, do not use this article. Instead, add/update your vendors in your accounting/ERP software.
Please note that you must have custom payment terms and taxes set up in your Procurify account prior to importing Vendors.
Steps:
1. Navigate to Settings → Import Data
2. Click Download template for Vendors
3. Fill out the required column. Column A is the only required column. For a definition of each column, refer to the table below
For column N (URL) description, either format is accepted: www OR https://and then the website name.
4. For the Action on Duplicate column
Option 1: Leave the column blank if the Vendor doesn't exist in the system.
Option 2: Use the keyword UPDATE if you would like to update vendors that already exist in the system.
Option 3: Use the keyword IGNORE if you would like to ignore vendors that already exist in the system.
5. If you would like to import multiple payment methods per Vendor, include a row with all the Vendor details including one payment method. Leave the Action on Duplicate column blank for the first entry. Add the Vendor name and details to the following row with alternating payment methods. Ensure that the following rows have UPDATE in the Action on Duplicate column. Repeat instructions for the following rows until all payment methods are included. Only one email per Vendor can be imported per import.
6. 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!
Payment Methods
For customers who need the "Payment Method" dropdown populated on the Create a Bill step, you will need to include the following 4 fields on your vendor import file:
Payment Method Name
Payment Method Type
Payment Method Currency
Description
Note: Payment Method Currency - the currency must be activated in Procurify under Settings - Manage Currencies and must be in the same convention i.e. USD, CAD, EUR
Additional Information:
Imported Vendors will automatically be classified as Preferred. How to set a vendor as preferred or non-preferred
Any address field left empty upon import will display N/A on the Vendor PO under the address section. If you do not want N/A to be displayed, you can complete the address (optional fields) or place a period to display instead.