Import Vendors

WP Ever Accounting gives you the option to import its components. From the dashboard under Accounting, go to the Tools menu, where you’ll find options for both Import and Export. Click on the Import tab to access the vendor import functionality.

Under the Import Vendors section, you’ll see an option to download a sample CSV file. The sample file provides a clear template of the required fields for importing vendors. To download the file, simply click on the Sample link, and the CSV file will be downloaded instantly.

import vendor

Import Vendors Fields

import vendor2

The CSV file for importing vendors includes several fields. To ensure a successful import, it is essential to fill in all required fields accurately. Additionally, there is no limit to the number of vendors you can import. Below is a list of all the fields provided in the CSV file:

Field Description
Name* The full name of the vendor
Company The name of the vendor’s company
Email* The vendor’s email address
Phone The vendor’s phone number
Website The vendor’s website URL
Address The vendor’s street address
City The city where the vendor is located
State The state/province of the vendor
Postal Code The postal/ZIP code of the vendor’s location
Country The vendor’s country name
TAX-Number The vendor’s tax identification number
Currency The currency preferred by the vendor
Fields marked with an asterisk (*) are required and must be filled out to ensure a successful import. If any required field is missing for a vendor, that specific vendor will not be imported.

To download the CSV sample file for importing customers, click here.