There are many ways to add vendors to SI.
#1 Create a Vendor in SI
To create a vendor in SI:
1/ Click the New button in the Vendor Explorer.
The New Vendor form will open.
General Tab
Enter any relevant information.
Addresses Tab
On the Addresses tab, click the New button and enter any relevant vendor addresses.
Contacts Tab
On the Contacts tab, enter any contacts you want to be associated with the vendor. You can create a new contact, add an existing one, or import contacts from Outlook.
Notes and Comments Tabs
You can add any notes or comments if desired.
Custom Fields Tab
You can also add Vendor Custom Fields to vendors for your layouts in SI and custom reports.
#2 Import Vendors from CSV
The CSV file you use should contain header rows. You will map the spreadsheet's columns to fields within SI.
If you want to paste your data into a template .csv file, you can create a vendor manually (if none exists) in SI, click the Export button, and choose CSV > Selected.
The exported CSV shows all of the available fields for a vendor. You can export as few or as many as you need for your data.
To import a CSV file:
1/ In the Vendor Explorer, click Import > CSV.
You will be prompted to browse to your .csv file.
2/ Once you select your file, the Map CSV File form will open. 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.
3/ When you click the Map link next to an item, you can select the appropriate field. Alternatively, you can unmap any field by clicking the None button on the form.
4/ When done, click OK.
The Import Vendors from CSV form will open.
5/ You can also choose whether to import the address as the billing address or site address in SI.
4/ Select the vendors you wish to import, then click the Import and Close button or the Import button.
#3 Import Vendors from Outlook
You can import vendors from Outlook. Outlook should be open before importing vendors. This is not required, but it will improve the speed of the import.
To import from Outlook:
1/ In the Vendor Explorer, click the Outlook button in the Import section of the ribbon.
The Import Vendor from Outlook form will open.
2/ Select the vendors you want to import into SI.
To import multiple vendors into SI, click the check box next to them or use the Select All button on the ribbon.
There are column filters.
There are filters in the ribbon for showing all, new, or matched vendors.
The New filter only shows vendors who don't already exist in SI.
The Matched filter shows only vendors already in SI. Use it to update information for existing vendors.
You can also choose a specific Contacts folder from Outlook.
3/ Select an available Address Type from Outlook to import as the Billing and Site Address.
You can also choose Import Company Name as Vendor Name.
4/ Once you've selected, click the Import and Close button or the Import button.
#4 Import Vendors from QuickBooks
You can import vendors from QuickBooks. QuickBooks should be open before importing vendors. This is not required, but it will improve the speed of the import.
To import from QuickBooks:
1/ In the Vendor Explorer, click the QuickBooks button in the Import section of the ribbon.
The Import Vendor from QuickBooks form will open.
2/ Select the vendors you want to import into SI.
There are filters in the ribbon for showing all, new, or matched vendors.
The New filter only shows vendors who don't already exist in SI.
The Matched filter shows only vendors already in SI. Use it to update information for existing vendors.
There are column filters and a search field as well.
3/ Click the Import and Close button or the Import button.