How to import vendors

This article is for emdecs one admins looking to add vendors in bulk.

Importing using the emdecs one vendor template

If you are using the pre-existing template for vendors (learn how to download one if you'd like to use it), then you'll need to open it in a spreadsheet program. Once you've done that you'll see something like this:

The first row of this template is the column headings and should not be changed. The second row is an example vendor, so overwrite it with the details of the first vendor you'd like to import into the system then continue adding vendors one per line until you've entered them all.

There are a few of these fields which are mandatory, and this is how to fill them in:

Vendor Name: Any letters, numbers, special characters or spaces
Street: Any letters, numbers, special characters or spaces. The vendor's street address.
Vendor Contact Name: Any letters, special characters, or spaces

There are several other fields which are not mandatory, so you can choose to fill them in or not.

Payment Terms
Currency
Website
Tax Code
Tax Rate
Discount
Contact Email
Contact Phone
City
State
State Code
Postal Code
Country
Country Code

How to import vendors

Instead of entering vendors by hand, you have the option of importing them from a file. This is especially useful if you're transitioning to emdecs one from another software.

Importing using the emdecs one vendor template