Vendor Import Template

In this article, you'll learn how to import your labor list to your vendor list using our vendor list template.

Step 1:

Open the vendor list template that we've linked in your onboarding email.

Step 2:

Navigate to the "File" option.

Step 3:

Select "Make a Copy".

Step 4:

After creating a copy, you're ready to input all your vendor information into this spreadsheet for import.

Step 5:

We'd appreciate if you'd include the following details:

- Your company name

- Vendor's phone number (if available)

- Your account number (optional)

- Vendor's address

- Default profit margin for the vendor

Once you've filled out this list, proceed to the final step.

Step 6:

Send the completed list to your onboarding specialist for import.