To import vendors in bulk you need to:

  • Go to Purchase -> Vendor
  • Click on Import Vendors button
  • Click on the Download Template button to download the import template.
  • Open the template in Excel. The template is documented with clear headers and instructions on how to fill the data. 
  • Follow the instructions in the template and start filling in your vendor from Row 7.
  • Save the template and upload the file 
  • Click on the Upload button
  • The file would be processed and the vendor information you have entered in the file would be used to create the vendors in bulk.
  • The result is displayed in the File Status & History section.