How to Bulk Import Vendor Data

This guide shows how to quickly download the vendor import Excel template, format your vendor data to the required structure, and upload the completed file so the system can process it. It explains where to find the template, how to submit the finished file, and that you'll receive a Vendor Upload Results file with processing outcomes. Follow it to save time and avoid manual entry or formatting errors.

14 steps

How to Download the Template

From Home, select the **+ icon** in the top right corner of the screen.

Select **Vendor Import.**

Select the **Download Excel Template.**

You should be able to access the template in your computer's **Downloads** folder. Format your data based on the template.

How to Import Template

When you are done formatting the data template, from Home, select the **+ icon** in the top right corner of the screen.

Select **Vendor Import.**

Select **Upload your Completed Template.**

Select **the file** from your computer. Once processed, you'll receive a **Vendor Upload Completed** message > Select the **Vendor List hyperlink** to view the vendor list.

Vendor List Overview

Vendor Specific Tabs

Once the vendor is created, you can navigate between various tabs for that vendor.

**Files Tab:** Allows you to upload and view vendor-related files such as the vendor's W9. You can also note missing files.

**Contacts Tab**: Allows you to view and add vendor-specific contacts. Select **New Contact** > Complete the contact information > Select **Save**.

**Insurance Tab**: Allows you to view and add vendor-specific insurance information. Select **New Entity Insurance** > Complete the insurance information and upload related files > Select **Save**.

**Ownership Tree Tab:** Allows you to see a visual representation of a company’s ownership structure. You can toggle between **Beneficial Ownership** and **All Relationships.**

How to Bulk Import Vendor Data

14 steps

How to Download the Template

From Home, select the **+ icon** in the top right corner of the screen.

Select **Vendor Import.**

Select the **Download Excel Template.**

You should be able to access the template in your computer's **Downloads** folder. Format your data based on the template.

How to Import Template

When you are done formatting the data template, from Home, select the **+ icon** in the top right corner of the screen.

Select **Vendor Import.**

Select **Upload your Completed Template.**

Select **the file** from your computer. Once processed, you'll receive a **Vendor Upload Completed** message > Select the **Vendor List hyperlink** to view the vendor list.

Vendor List Overview

Vendor Specific Tabs

Once the vendor is created, you can navigate between various tabs for that vendor.

**Files Tab:** Allows you to upload and view vendor-related files such as the vendor's W9. You can also note missing files.

**Contacts Tab**: Allows you to view and add vendor-specific contacts. Select **New Contact** > Complete the contact information > Select **Save**.

**Insurance Tab**: Allows you to view and add vendor-specific insurance information. Select **New Entity Insurance** > Complete the insurance information and upload related files > Select **Save**.

**Ownership Tree Tab:** Allows you to see a visual representation of a company’s ownership structure. You can toggle between **Beneficial Ownership** and **All Relationships.**