Import & Export Vendors

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Export Vendors

Export Vendors to CSV

Download all your vendors data in CSV format for backup, reporting, or external use.

Import Vendors

Import Vendors from CSV

Upload a CSV file to import vendors into the system. Download the template below to ensure proper formatting.

Supported formats: CSV, Excel (.xlsx, .xls)
Instructions & Guidelines
Export Guidelines:
  • Exported files contain all vendor information including contact details and payment terms
  • CSV files can be opened in Excel, Google Sheets, or any text editor
  • Exported data includes vendor status (Active/Inactive)
  • Use the export for backup purposes or external analysis
Import Guidelines:
  • Download the template to ensure proper column formatting
  • Required fields: Company, First Name, Last Name, Category
  • Supported date formats: YYYY-MM-DD or MM/DD/YYYY
  • File size limit: 10MB
  • Always review imported data for accuracy
CSV Format Example:
Company First Name Last Name Category Email Phone Payment Terms Active
ABC Supplies John Doe Office Supplies john@abcsupplies.com 555-0123 Net 30 Yes