Managing vendors is an important aspect of any business, but it can be time-consuming to manually enter all the information into your system. Fortunately, there is an easier way - uploading the list of vendors by Excel file. In this article, we will guide you through the steps to upload your vendor list using an Excel file.
Step 1: Accessing the Imports Tab To get started, log in to your dashboard and click on the account icon in the top right corner. From the dropdown menu, select "Settings". This will take you to your account settings page.
Step 2: Navigate to the Imports Tab On the settings page, navigate to the "Imports" tab on the left side menu. This tab will provide access to all the import options available for your account.
Step 3: Click Import Vendors To import your vendor list, click on "Import Vendors" from the list of options. This will take you to a new page with instructions on how to import vendors.
Step 4: Download the Template The first step in the import process is to download the Excel template provided on the page. This template will have all the necessary columns and fields needed for the import process.
Step 5: Populate the Template Once you have downloaded the template, populate it with the necessary information for your vendors. Make sure to fill in all the required fields accurately to ensure a successful import.
Step 6: Upload the Template Once you have finished populating the template, save the file to your computer and return to the "Import Vendors" page. Click on the "Drag and drop files here or click" button and select the populated Excel file from your computer.
Step 7: Start the Import Your vendor list will now be imported into your account. Click on the "Start Import" button to initiate the import process. This may take a few minutes, depending on the size of your file.
Step 8: Verify Your Vendors Once the import process is complete, verify that your vendors have been imported correctly. You can do this by reviewing the vendor list in your account. Make sure to update any information as needed.
In conclusion, uploading your vendor list by Excel file can save you a significant amount of time and effort. By following these simple steps, you can easily import your vendor list into your account. If you have any questions or concerns, our customer support team is always available to assist you.