Import payables records from CSV files
Use file import to create or update supported Payables records from a CSV file. Open the list for the record type that you want to import.
Payables file import supports vendor bills, recurring vendor bills, vendor credits, vendor payments, and vendor prepayments. Vendors also support file import from the Vendors page or the administration file-import page.
Import Payables data
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Open the list for the record type that you want to import.
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Select More actions > Import data.
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For vendor bills, select CSV import as the import type.
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Select the operation that you want to perform when the dialog provides that choice.
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Download a new import template for that record type and operation.
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Complete the template without renaming its headers. Use separate rows with the same Primary Column value for multiple item, expense, application, attachment, or inventory-detail lines that belong to one record.
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Upload the CSV file and start the import.
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Review the notification and the file import status. Download the error file when any rows fail.
Available columns and required fields depend on the operation, enabled features, and account configuration. Download a current template instead of reusing a template from an earlier release.