Vendors, contacts and administrators

Import vendors from spreadsheet

Follow this guide to create vendor records from the supported spreadsheet import. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: Purchasing staffPermission: purchase_vendors capabilityModule v1.7.9

Jump to steps

Where to goAdmin Area → Purchase → Vendors → Import

Before you start

Use an account with purchase_vendors capability and confirm the intended record or setting before making a change.
Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.

What you’ll accomplish

Create vendor records from the supported spreadsheet import. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Follow these steps

Go to Admin Area → Purchase → Vendors → Import.
Download or inspect the supported template/field requirements before preparing the file.
Select the Import or Upload action and select the intended file only.
Run validation and correct rejected rows, file types or required values.
Complete the import/upload and review the created records, attachments and any error file.

Fields and options to review

Vendor identityCompany/name, code, tax/VAT, phone, website, category/group, address and status as exposed by the vendor form.

Contacts and accessVendor contacts, vendor administrators, portal status, language and welcome/notification settings where applicable.

Rules the system enforces

Vendor actions are capability-gated; portal functions also depend on the vendor-portal setting and contact authentication.

How to confirm it worked

The supported import vendors from spreadsheet flow completes without bypassing permission or validation checks.
The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
Unexpected validation, provider or linked-record errors are investigated before retrying.

Security, privacy and operational checks

Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
Test settings and automated jobs with controlled records before production-wide use.

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