Vendor import details

Use vendor import to create or update the suppliers from which your company purchases goods or services. A vendor record provides the identity, contact, purchasing, payment, tax, and other information used by purchase orders, receipts, vendor bills, payments, and vendor reporting.

• Track associated items and pricing

• Track addresses for a vendor’s locations and offices

• Track financial data and purchasing transactions

• Track balance of prepayments

• Track CRM information like contacts, notes, messages, and marketing campaigns

• Attach and track files

A running balance is kept for each vendor based on bills you have entered and payments you have made. You can also keep track of the balance of prepayments for each vendor.

To list vendor records in QuickStart, open Menu > Payables > Vendors.

Supported Operations

File Import for Vendors is used to import external vendor records into QuickStart and to update fields related to existing vendor records.

The following operations are supported for this record type:

• Create a new record

• Update an existing record

• Create a new or update an existing record

Note:

If you are importing vendors from the Vendors page, you can only create new records or update existing records. For additional operations, go to the File import page.

For more details about each operation, see Import a file.

Usage Notes

You can import vendors from third-party systems using the processes detailed in Import a file.

QuickStart creates new or updates existing records, based on whether references to existing records are included in your file.

You can generate a CSV template for vendors that includes all editable vendor record fields, and each column represents a field of the vendor record. You can remove columns that correspond to optional vendor fields that you do not need for your import. For more information about generating this template, see Work with the CSV file template. The following are the minimum required fields for vendors:

• Primary Column

• Company name, when Type is Company.

• Last name and First name, when Type is Individual.

• Type, using Company or Individual.

Example of Import File

The following table is an example of the Vendor_ADD_OR_UPDATE.csv file where the vendor is an individual.

Primary Column	Type	First name	Last name
1	Individual	John	Titor

Here is a list of most important fields. Each field is a column in the CSV file.

Field Name in QuickStart UI	Column Name in CSV file	Required?
Not applicable	Entry ID override	No
Not applicable	External ID (set)	No
First name	First name	Yes, when type is individual.
Not applicable	Internal ID	No
Last name	Last name	Yes, when type is individual.
Not applicable	Primary Column	No
Company name	Company name	Yes, when type is company.
Type	Type	Only when creating a new record.