Import multiple vendors at once to save time and ensure consistent records. This feature allows you to upload vendor details using a structured template instead of creating them individually.
Follow the steps below to import vendor information into the system.
How to Import Vendor Information
Step 1: Open the Vendor Page
From the left-hand navigation panel, click Vendors.
Step 2: Click Import
Click the Import button to begin importing vendor data.
Download the Vendor Import Template
Step 3: Download the Sample File
Click Download Sample File – Import Vendors Template.
This file provides the correct format required for uploading vendor data.
💡 Tip: Always use the provided template to avoid formatting errors during import.
Add Vendor Information to the Template
Step 4: Enter Vendor Details
Open the downloaded template and fill in the vendor information.
Fields marked in 🔴 red text are required.
Required fields include:
- First Name
- Payment Term
Optional fields include:
- Last Name
- Company
- Phone Code
- Phone
- Billing Country
- Billing Province
- Billing City
- Billing District
- Billing Address
- Billing Zip Code
📌 Note: Required fields must be completed for the import process to work correctly.
Upload the Vendor File
Step 5: Upload the Completed Template
Return to the vendor import page and upload your completed file.
You can:
- Drag and drop the file into the upload box, or
- Click Browse to select the file from your computer.
⏳ Wait for the upload process to complete before proceeding.
Map Vendor Fields
Step 6: Match the Data Fields
Match the column headers from your file with the corresponding fields in the system.
Make sure all required fields are mapped correctly.
Validate the Vendor Data
Step 7: Check the File for Errors
Click Save to allow the system to validate the uploaded file.
The system will check for missing or incorrect data.
Fix Import Errors (If Any)
Step 8: Resolve Data Issues
If errors are detected:
- Enable the error toggle to view the list of issues
- Click Edit to correct the data
- Follow the system messages to resolve the errors
- Save the corrected data
Confirm the Import
Step 9: Finalize the Import
After resolving any errors, click Confirm to complete the vendor import process.
Review Imported Vendors
Step 10: Wait for the Import to Complete
Once the file is processed, a success confirmation message will appear.
Step 11: View the Vendor List
Click Back to List to review the imported vendors.
If corrections are needed, you can return to the import page and re-upload the file.
Next Steps
Now that your vendors have been successfully imported, you can start managing your supplier transactions more efficiently.
With vendor profiles in place, you can:
Record bills from vendors
Track vendor payments
Manage expenses related to suppliers
Explore more guides in our Help Center to learn how to manage vendor bills, expenses, and payment terms.
If you need assistance, feel free to contact us at support@fynloapps.com — we’re happy to help.