How to Import Vendors into PartsManager

Derek Torres
Derek Torres
  • Updated

Important Note: PartsLedger is now PartsManager. PartsManager retains all of the parts purchasing and warehouse management automation benefits of its predecessor. To read more about this exciting change, click here.

 

This article will walk you through how to import your Vendors List into PartsManager, formerly known as PartsLedger.

Note: Importing in PartsManager requires an Account Admin user role.

 

How to Input Vendor Information into the Vendors Template

  1. Download the Vendor Template .csv file
  2. Input your Vendor Information into the relevant fields.
    • The Vendor Import Template has 18 columns but only 7 are required. The table below will define the required field names in each column. The other fields are not relevant in PartsManager.
  3. After filling out the template, save it as a .csv file type.
Field Name Description
name *required Name of the Vendor
email *required This is the email address that a Purchase Order with this Vendor selected will be sent to when that Purchase Order is marked as Issued.
address.label

*required Address name that you would like to be associated with the Vendor

ex: ACME Supplies - Main Warehouse would be the address label followed by the first line of the address

address.line1 *required Street name, number, or P.O Box of Vendor
address.line2 Suite or P.O box of Vendor
address.city *required City where Vendor is located
address.state *required State where Vendor is located
address.zip *required Zip code where Vendor is located
address.country Country where Vendor is located
contact.name Name of main point of contact for Vendor
contact.email Email of main point of contact for Vendor
contact.phone Phone number of main point of contact for Vendor
accNumber *Optional The Vendor Account Number. This is a not essential field
nameOnCheck *Optional The name you write on checks to the Vendor. This is a not essential field
ein *Optional The Employer Identification Number. This is a not essential field
terms *Optional The payment terms for this vendor. This is a not essential field
is1099 *Optional Do you track this Vendor for 1099? This is a not essential field
accounting.id *Optional The Vendor ID in your accounting system. This is necessary to link the PartsManager Vendor record to its corresponding record in your accounting system. Only essential when PartsManager is connected to accounting through an integration.

 

Importing Vendors into PartsManager

  1. In PartsManager, on the Nav Bar, click Admin
  2. Click Dimension Upload, to navigate to the Dimension Upload Menu
  3. Click the Dimension Drop-down Menu, and select Vendors
  4. Click the blue Upload button
    Vendor_Dimension.png
  5. Click Choose File and select the .csv Vendors Import file you just created.
  6. Click the blue Upload button to import your Vendors.
    • If successful, a record of the completed Vendor Upload will now be present on the Dimensions Upload list.
      Clicking the blue Upload icon under the Actions column of that record will allow you to download the import file you uploaded.
      Upload_Button.png
    • If unsuccessful, a record of the failed Vendor Upload will now be present on the Dimensions Upload list.

Vendors Import Template File

Import this template file into your spreadsheet software. After entering your Vendor, this file should be saved as a .csv file.

Download the following file:

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