Home > SI Documentation (v15) > User Guide > People > Vendors > Adding Vendors > Import Vendors from CSV

Import Vendors from CSV

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You can import a .csv file of your Vendors if you wish. The file you use should contain header rows and you will map your columns in the spreadsheet to fields with SI. If you would like a template .csv file in which to paste your data, you can enter one Vendor manually in SI and then click the CSV button in the Export section of the ribbon in the Vendor Explorer:




You can then delete the record from the spreadsheet and use this template for your import since all columns will automatically mapped.



  1. In the Vendor Explorer, click the CSV button in the Import section of the ribbon.


import csv.jpg


  1. You will be prompted to browse to your .csv file:
  2. Once you've selected your file the Map CSV File form will open:


csv mapping.jpg


You will need to map the columns in your CSV file to Vendor Fields in the SI. Some fields will be pre-mapped if they are an exact match or if they are a close match. When you click the Map button next to an item you will then be able to select the appropriate field or you can unmap any field by clicking the None button on the form:




  1. The Import Vendors from CSV form will open:


import csv.jpg


5. Here you can select the Vendors you wish to import. You can also choose whether to import the address as the Billing address or Site address in SI. When done click the Import and Close or Import button.




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