Import from Excel or CSV

Already keep your vendors or assets in a spreadsheet? Import the file, match the columns, check and import.

3 steps3 minutesPlans: Enterprise

  1. 1

    Press Import

    In Vendors or Assets, next to Add.

    Press Import
  2. 2

    Drop your file

    Excel, OpenDocument or CSV. The first row is the header.

    Drop your file
  3. 3

    Match the columns

    Obvious matches are picked for you. Then press Review & import.

    Match the columns

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