The Bulk Vendor Upload feature allows you to quickly onboard multiple vendors while ensuring accuracy and compliance. Follow the steps below to simplify your vendor payment process.
Navigate to Contacts from the menu.
Click the Bulk Upload button in the top right corner.
- In the Bulk Upload screen, in the top right corner click on 'Download the Sample File'.
Select the relevant jurisdiction by choosing:
Country
Currency
Beneficiary type (Individual, Government, or Company)
Download the sample file, which provides the correct format for your entries and fill it in following the structure.
- Upload the completed file and click 'Submit'.
The system will automatically process and validate all entries:
Valid entries will result in the automatic creation of vendor contacts.
Entries with errors will be flagged for correction. You can view the errors directly in the system or download an error report to make corrections and re-upload the file.