Import Vendors List

Before You Begin

Make sure your file is ready for import by following these steps:

1. Use the correct template – Download and fill out the Vendor Import Template.
2. Required fields – Ensure the Vendor Name and Main Address fields are filled in.
3. Avoid duplicate entries – If duplicates exist, they will be imported separately.
4. Check for errors – Incorrect data can cause the import to fail.
5. Remove column headers – Delete the column names before importing the file into Industrack.

Vendor Import Template Fields

• Item ID
• Vendor Name* (Required)
• Main Address First Name
• Main Address Last Name
• Phone
• Mobile
• Fax
• Other Contact
• Main Address Street* (Required)
• Main Address City* (Required)
• Main Address State* (Required)
• Main Address Zip* (Required)
• Main Address Country
• Additional Address Street
• Additional Address City
• Additional Address State
• Additional Address Zip
• Additional Address Country

Steps to Import Vendors

1. Navigate to the Import Page
   • Go to Settings > Integrations>Import List > ACTIONS > Import Vendors.

2. Upload Your File

• In the Import Vendors window, select your Timezone.
• Click Upload and choose the correct Excel file.

3. Map Columns

• Match the columns from your file to the system’s fields.
• Click Save once all columns are mapped correctly.

4. Verify Upload Status

• The import status should change to COMPLETE.
• If the file has many records, this may take a few minutes.

5. Confirm Successful Import

• Click the three dots next to the status and select Details.
• Ensure the Total Rows match the Successful Rows.
• Check the Expenses under Settings > Vendors to confirm data accuracy.

6. Handling Errors

• If there are errors, unsuccessful rows will not be imported.
• Click Details to view error messages and the affected row numbers.
• Export the error report to Excel to identify and fix issues.
• Correct the errors in your file and re-import it.

Following these steps ensures a smooth vendor import process in Industrack.