Fields accepted when importing Vendors.
| Field Name | Required? | Maximum Length | Description | Accepted Values | Additional Information |
|---|---|---|---|---|---|
| Active? | No | NA | Denotes if this Vendor is active or inactive | - Active - Inactive |
- Requires an exact match with one of the accepted values - All records are automatically set to Active when created; they cannot be created and set to inactive in the same import |
| Vendor Name* | Yes | 100 characters | The name of this vendor | Cell | - Key field: Requires an exact match with the desired Vendor's name (for updating) |
| Vendor ID | No | 20 characters | An alternative identifier for this Vendor defined by you and/or a third-party system | Cell | - Key field if in use: Requires an exact match with the desired Vendor's name (for updating) - If syncing with an accounting software, do not update this field |
| Name on Check | No | 250 characters | The name used for payments you have us send, if different from the Vendor Name | Cell | Cell |
| Account Number | No | 100 characters | The account number of this Vendor (typically provided by vendor) | Cell | Cell |
| Tax ID | No | 16 characters | The tax ID of this Vendor for 1099 reporting in your accounting software | Cell | Cell |
| 1099 Vendor | No | NA | Denotes whether this Vendor is a 1099 Vendor | - Yes - No |
Requires an exact match with one of the accepted values |
| Payment Address | No | 500 characters | The first line of this Vendor's payment address | Cell | Cell |
| address2 | No | 500 characters | The second line of this Vendor's payment address | Cell | Cell |
| address3 | No | 500 characters | The third line of this Vendor's payment address | ||
| address4 | No | 500 characters | The fourth line of this Vendor's payment address | ||
| City | No | 255 characters | The city of this Vendor's payment address | Cell | Cell |
| State / Province | No | 255 characters | The state or province of this Vendor's payment address | Cell | Cell |
| Zip / Postal Code | No | 20 characters | Cell | Cell | Cell |
| Country | No | 255 characters | The country of this Vendor's payment address | Cell | Cell |
| Primary Email | No | 1023 character | The primary email address for this Vendor | Cell | Must be formatted as email address: e.g. name@domain.com |
| Fax | No | 40 characters | The fax number of this Vendor | Cell | Cell |
| Phone | No | 40 characters | The phone number of this Vendor | Cell | Cell |
| Payment Info Email | No | 1023 characters | An alternative email address to use for emailing payment information to this Vendor | Cell | Must be formatted as email address: e.g. name@domain.com |
| Payment Contact | No | 40 characters | An alternative phone number for this Vendor to contact regarding payments | Cell | Cell |
| Description | No | 4000 characters | The description of this Vendor | Cell | Cell |
- Vendor balances cannot be imported
- Balances are based on bills in Bill.com
