Importing a file is the fastest way to add your vendor lists and their contacts to your OneUp account.
- Your file should be formatted as a table and must include a header that defines the fields.
- Import files must be in csv format (comma delimited)
- Some headers are required: Company Name if you import a Company, Last Name if you import individuals.
Spreadsheet programs like Google™ Docs Spreadsheet and Microsoft Excel make it easy to create and edit CSV files. Use the attached .CSV file for all of the columns you can import.
Import your Vendors in Purchasing - Vendors - [︙] button - Import Vendors.
The attached template shows an example of how to import Vendors, their contacts and an individual Vendor that does not belong to a company.
Please note that the import file also contains some useful information at the bottom. Before importing your records, please remove the whole all lines after your last vendor data to get rid of this information block.
If the lines are not removed before import, OneUp will produce an error message and won't let you import your file.