Imports can be used to add Vendors/Suppliers and Vendor/Supplier Contacts.

Before an import .CSV file must first be created. Download the corresponding .CSV attached below to format your file.

For more information on how to format a specific .CSV file for import, see:

• Vendor Import
• Vendor Contact Import
• Supplier Import
• Supplier Contact Import

Step    Action
  1.      Create a .CSV file for import using the format on the corresponding .CSV file attached below.

           Note: The .CSV file format must follow that of the corresponding file provided below. If the 

           file format does not match, the import will fail. 

  2.      Select {Settings} and then select {Vendors/Suppliers} under Dockets. 

  3.      Select the {Import} tab.
  4.      Select {Choose File} for Vendor CSV, Vendor Contacts CSV, Supplier CSV, 

           or Supplier Contacts CSV. 

 A File Upload modal window will open.

  4.      Locate file on computer to be imported and select {Open}. The name of the file to

           be imported will appear next to the previously selected {Choose File} button.

  5.      Select {Import}. A results window will pop-up to confirm the records imported successfully.