How to Import Your Vendor List

Use the Import Wizard to add multiple vendors to 1place from an Excel file.

Steps

1. Open Vendors from the Main Menu.

2. On the Vendor List, click Upload to 1place button in the upper-right corner, beside the Download to Device button, to open the Import Wizard.
   
   

3. Select Vendors from the Import Type list.

4. Click Download Excel Template and save it to your computer.

5. Open the template and enter your vendor information. Complete both required columns:
   
   

   Column	What to enter
   VendorNumber	The vendor’s number or code
   VendorName	The vendor’s business or company name

   
   
   

   Complete the other applicable columns:

   Column	What to enter
   Active	Whether the vendor is active or not
   POType	Purchase Order types allowed for the vendor
   VendorAccountNumber	Your company’s account number with the vendor
   Salutation	The primary contact’s prefix, such as Mr. or Ms.
   FirstName	The primary contact’s first name
   LastName	The primary contact’s last name
   Title	The primary contact’s job title or position
   Street	The vendor’s street address
   Suite	Additional address details, such as a suite or unit number
   City	City
   State	State or province
   PostalCode	ZIP or postal code
   Country	Country
   Phone	Main telephone number
   Fax	Fax number
   PaymentTerms	Payment terms agreed upon with the vendor
   CreditLimit	Maximum credit amount available from the vendor
   ProductsServices	Description of the products or services supplied
   SICCode	Standard Industrial Classification code, if applicable
   EmailAddressCompany	The vendor’s company email address
   WebSite	The vendor’s website address
   CreatedDate	Record creation date
   CreatedBy	User associated with creating the record
   ModifiedDate	Record’s last modification date
   ModifiedBy	User associated with the last modification
   QBOSync	QuickBooks Online synchronization setting
   Comments	Additional vendor notes

   
   

   Save the completed file.
   
   

6. Return to the Import Wizard. Click Browse and select your completed Excel file.

7. Select Import New Records to create vendors. To modify existing vendors, select Update Existing Records.

8. Review Map Columns and match each Excel column to the correct 1place field.

9. Click Proceed.

10. After the import finishes, open the Vendor List and review the imported records.