Setting up your account on CashFlow Central is easy, but when you already have a long list of vendors, entering each one individually can be time-consuming and frustrating. Whether you're migrating from another service or simply have a list of existing vendors, you no longer have to input each vendor manually.
With CashFlow Central, you can upload your entire vendor list in a single step. This guide will show you how to upload your existing vendor data to CashFlow Central using a CSV or Excel file, saving you time and effort so you can get started faster.
Topics that are covered in this article:
- How to import vendors using a CSV or Excel file.
- Possible errors when uploading a CSV or Excel file and how to fix them.
How to import vendors using a CSV or Excel file
Follow these steps to upload multiple vendors at once:
1- From your Vendors tab within CashFlow Central, select Import Vendors.
2- In the pop-up screen, you will be able to upload a CSV or Excel file of your vendor list. You can do this by selecting Select or drop file.
If the file isn't ready, you can download a template and submit the details manually before uploading. To get the template, select Download a template. The supported file formats are CSV and Excel. You can import up to 500 vendors at once. The size of the file shouldn't exceed 10 MB.
3- You can then upload a CSV or Excel file from your device. To successfully import your vendors, make sure to include the correct spreadsheet columns in your file.
4- Your file will now be attached. You can replace or delete it before proceeding to upload.
5- If you are happy with the attached list, select the Upload button to proceed.
6- Wait for the data validation to complete. This might take a few moments.
7- You will now be asked to review the vendor details from your list. Here you can make any corrections to the information:
- You can delete unnecessary vendors by selecting the delete icon next to the vendor you want to delete.
- You can edit vendor details by selecting Edit. This will open the Edit vendor details window, where you can make changes to the business details of vendors before selecting Save.
8- After reviewing the entire list, select Import vendors at the bottom right.
That's it! Your vendors have been successfully added to your Vendor list. Your complete vendor list will be available in the Vendors tab, ready for creating bills and scheduling payments.
Possible errors when uploading a CSV or Excel file and how to fix them
Here are the most common errors when uploading a CSV file:
- Missing business name.
- Duplicate business name.
- Invalid email format
To fix any of these errors:
1 - Select the Edit button next to the vendor that has an error.
2 - In the pop-up window, update or change the relevant fields.
The fields highlighted in red need to be submitted or corrected.
3 - Once everything is fixed, select Save at the bottom right.
That’s it. You can now proceed with uploading your vendors.