Fields accepted when importing vendors.
Important Note: If you sync with an accounting software, we highly suggest not manually importing vendors via CSV into Bill.com, unless they do not exist in your accounting software at all, to avoid duplicates and sync errors
| 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 | - 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 | - 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 | ||
| Account Number | No | 100 characters | The account number of this Vendor (typically provided by vendor) | ||
| Tax ID | No | 16 characters | The tax ID of this Vendor for 1099 reporting in your accounting software | ||
| 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 | ||
| address2 | No | 500 characters | The second line of this Vendor's payment address | ||
| 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 | ||
| State / Province | No | 255 characters | The state or province of this Vendor's payment address | ||
| Zip / Postal Code | No | 20 characters | |||
| Country | No | 255 characters | The country of this Vendor's payment address | ||
| Primary Email | No | 1023 character | The primary email address for this Vendor | Must be formatted as email address: e.g. name@domain.com | |
| Fax | No | 40 characters | The fax number of this Vendor | ||
| Phone | No | 40 characters | The phone number of this Vendor | ||
| Payment Info Email | No | 1023 characters | An alternative email address to use for emailing payment information to this Vendor | 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 | ||
| Description | No | 4000 characters | The description of this Vendor | ||
| Type | No | 8 characters | The type of vendor | - Business - Person |
- Payment terms cannot be imported and must be created in Bill.com
- Vendor balances cannot be imported
- Balances are based on bills in Bill.com
The following fields will not import, leave them blank on the template to avoid errors:
- Tax ID Type
- Type
- Send Notifications
- Bill Payments in Last 12 Months From Accounting Software
- Billed In
- Bill Sync Preference
- Preferred Payment Method
- Purpose of Payment
- Vendor Bank Country
- Send Invite For Private Vendor
- Vendor Virtual Card Remittance
- Remit Email From Paye
