Importing Vendors

If you have a large list of vendors, adding them one at a time can be a time consuming task. If you would like to do a Mass Import, please follow the steps below:

1. Download and open the Importing Template: cheddr_vendor_import.csv (Located at the bottom of this article page)
   1. Do NOT delete the Header Row (Row 1) as the column titles must remain in the document (Company, name, etc.)
   2. Review the sample data on Row 2 if needed then Delete it once it is no longer needed as reference else it will be added as a vendor to your CheddrSuite account.
2. Fill out the Excel file with the date you would like to import. Please note the only required field is Company Name, also known as a Vendor in your CheddrSuite account.
   1. Company: The name of the Vendor (i.e. SLO Beverage Company) | ONLY REQUIRED FIELD FOR IMPORT
      1. Please Note: If you will be importing your inventory you will be using the Vendor name exactly how it was entered in this import or how it was entered within your CheddrSuite account directly.
   2. Name: Vendor contacts Name (i.e. Don Johnson)

   3. Title: Vendor contacts professional title (i.e. Acct. Manager)

   4. Address: Vendors Address (i.e. 123 Bebop Ln.)

   5. Phone: Vendor or Vendor Contacts Phone # (i.e. 555-555-2368) 

   6. Cell: Vendor or Vendor Contacts Cell Phone #  (i.e. 555-555-0840)

   7. Fax: Vendor or Vendor Contacts Phone Fax #  (i.e. 555-555-3226)

   8. Email: Vendor or Vendor Contacts Email Address (i.e. [email protected])

   9. Notes: Generic notes about vendor (i.e. If Don is out ask for Jean)

   10. Order_Notes: Notes specific to ordering (i.e. Min orders of $300)

3. Once you have filled out and saved the Import excel file with the vendors you would like to import you can email the file to your CheddrSuite Account Manager for validation and final import.

Give an introduction to the topic of this How-to article. For example, let's consider that this article explains how to use article template.

Importing Vendors can only be used for adding NEW vendors. You can NOT use the import to mass update existing vendors already in your CheddrSuite account.

After your vendors have been imported you are available to import your Inventory next. If you would like to import your Inventory please view the following article: "ARTICLE NAME"