Import Vendors

WP Ever Accounting gives you the option to import its components. From the dashboard under ‘Accounting‘, go to the ‘Tools’ menu. There, you will find both the import and export options. Click on the “Import” tab and there you will find a field to import vendors.

A sample file formatted in CSV is given so that you can download the file and learn about the fields required to import vendors. To download the file, simply click on the “Sample” from the “Import Vendors” field and a CSV file will be downloaded on demand.

Import Vendors
Import Vendors

Import Vendors Fields

Import Vendors
Vendors CSV Formatting

The CSV file for importing vendors has several fields. To import vendors successfully, putting information on the required fields is a must. Also, you can import as many vendors as you want. All of the fields given in the CSV file are mentioned below-

Field Description
Name* Holds the name of the vendor
Company Name of the Company
Email* Email address of the vendor
Phone Phone number of the vendor
Birth Date Date of birth of the vendor
Street Vendor’s street address
City Vendor’s city name
State Vendor’s state namer
Postal Code Post code of the vendor’s state
Country Vendor’s country name
Website URL of the website
VAT Number Vendor’s VAT number
Currency Code Currency that is chosen the vendor
The fields with the star marks are the required fields. You must have to put information on those fields to assemble a successful import. If any of the required fields go missing for a vendor, it will stop importing that particular vendor.

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