PSA Getting Started - Vendors: How to import vendors

How to import vendors

Starting on 3/20/2018 a specially formatted vendor template file is provided along with import instructions. We recommend that you use the template to help ensure a successful import.

Caution: If you include a large number of vendor records in the import file, the system may be very slow to open the Bill information page. To obtain the best page load speed, limit the records in the import file to include only those vendors for which you need to enter transactions.

To access the import template and instructions:

 

 

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.