• Updated

How to import Vendors

Goal:

  • Upload vendor information via the import function

The following article outlines how to import Vendors into Procurify. Please note, you must have custom payment terms and taxes set up in your Procurify account prior to importing Vendors. 

Steps:

Before importing vendors into Procurify, complete the following steps: 

1. Download the template, available at the bottom of the following article, titled Vendor Import.csv

2. 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.

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3. 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.

4. 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. 

5. 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

  1. Go to Procure → Vendors. 
  2. Select Import Vendor. 
  3. Select Browse & Upload CSV
  4. Locate the file and select Open
  5. 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. 

  1. Go to Settings → Import Data. 
  2. Scroll down and look for Vendors.
  3. Select the Import CSV button. 
  4. Select Browse & Upload CSV
  5. Locate the file and select Open
  6. Select Import 

If there were any errors, make the required changes before re-uploading the CSV. You have successfully finished the import! 

 

Additional Information: 

  • Why isn't my CSV formatting saving?
  • To download the import template directly from your account. Select Settings → Import Data → select Import CSV next to Vendors → and select Download Template. 
  • Procurify imports accept special characters 
  • Imported Vendors will automatically be classified as Preferred. 
  • Import Data into Procurify
  • If you're syncing NetSuite or QuickBooks Desktop Web Connector, do not import Vendors, as Vendor data will sync to Procurify from these other systems.
  • 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.