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