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How To Bulk Upload Vendors

  1. Go to Vendors page and click on the blue button on the top right corner.

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  2. Follow these steps to upload your file.

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    If you’ve used an earlier version, you may notice that the steps for uploading vendors in bulk have changed.

    Version 1 Version 2
    Screenshot 2026-09-28 at 11.21.54 AM Screenshot 2026-09-28 at 11.22.56 AM

     

  3. After downloading a Sample Excel Template Enter the important/mandatory fields in green color such as Name, Address, City, State, Zip, and Country

    Note: you can enter as much data as possible, however fields highlighted in Green color are mandatory

  4. The file will move to "Background Tasks" and you can check the status there.

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  5. Click on the Background Task to view the status of your file.

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