Setting up your account on Bill Manager is easy, but when you already have a long list of vendors, entering each one individually can be time-consuming and frustrating. Whether you're migrating from another service or simply have a list of existing vendors, you no longer have to input each vendor manually.
With Bill Manager, you can upload your entire vendor list in a single step. This guide covers the following:
- CSV file requirements
- How to import vendors using a CSV or Excel file
- Possible errors when uploading a CSV or Excel file and how to fix them
CSV file requirements
Before you begin, prepare your CSV or Excel file with the following fields:
Mandatory field:
- Vendor's business name
Optional fields:
- Vendor's ACH account number
- Vendor's routing number
- Vendor's email address
- Vendor's phone number
- Vendor's address: address, city, state, zip, country
- Vendor's contact person: first name and last name
We strongly recommend including as many optional fields as possible. Providing complete vendor information helps ensure a smoother import process and reduces the need for manual edits later. The supported file formats are CSV and Excel. You can import up to 500 vendors at once. The file size should not exceed 10 MB.
How to import vendors using a CSV or Excel file
Follow these steps to upload multiple vendors at once:
1- From your Vendors tab within Bill Manager, select Import Vendors.
2- In the popup screen, upload a CSV or Excel file of your vendor list by selecting Select or drop file.
If the file isn't ready, you can download a template and fill in the details before uploading. To get the template, select Download a template.
3- Upload a CSV or Excel file from your device. To successfully import your vendors, make sure to include the correct spreadsheet columns in your file.
4- Your file will now be attached. You can replace or delete it before proceeding.
5- If you are happy with the attached list, select Upload to proceed.
6- Wait for the data validation to complete. This might take a few moments.
7- You will now be asked to review the vendor details from your list. Here you can make any corrections to the information:
- To delete unnecessary vendors, select the delete icon next to the vendor you want to remove.
- To edit vendor details, select Edit. This will open the Edit vendor details window where you can make changes before selecting Save.
8- After reviewing the entire list, select Import vendors at the bottom right.
That's it! Your vendors have been successfully added to your vendor list. Your complete vendor list will be available in the Vendors tab, ready for creating bills and scheduling payments.
Possible errors when uploading a CSV or Excel file and how to fix them
Here are the most common errors when uploading a CSV file:
- Missing business name
- Duplicate business name
- Invalid email format
- Invalid routing number
To fix any of these errors:
1- Select the Edit button next to the vendor that has an error.
2- In the pop-up window, update or correct the relevant fields. Fields highlighted in red need to be updated or corrected.
3- Once everything is fixed, select Save at the bottom right.
That's it! You can now proceed with uploading your vendors. Your complete vendor list will be available in the Vendors tab, ready for creating bills and scheduling payments.