Follow these quick & simple steps to save time and eliminate any errors that may be introduced due to manual input.

Bulk upload vendor data using excel sheet

Upload vendor data

Navigate to Contacts -> Vendor tab from the left hand side menu on your dashboard.

Click on the Bulk Upload option to import vendor information.

Click on the Download format on the Bulk upload vendors page to download an excel sheet. 

The downloaded excel sheet will contain the different columns to capture your vendor information. The columns will reflect your vendor structure and the various fields of vendor information that you need.

Add your vendor data into the columns of the downloaded excel sheet and save your changes.

Select file to choose the sheet with the filled data that you want to upload, and click Upload.

Review uploaded data

Once uploaded, the updated sheet is visible under the Bulk upload's list section.

If there is is an Error in sheet, click on the Actions ⋮ button to View errorsDownload sheet to download a copy of the sheet. You can Re-upload sheet with corrections or Delete sheet as per your convenience.

It takes about 2-3 minutes for the status of your uploaded sheet to change from Processing to Review.

Click on the Actions ⋮ button to make changes to the uploaded sheet. Download sheet lets you download a copy of the sheet, while View Vendors lets you review the uploaded data.

If you notice any errors you can download the sheet, make corrections, and Re-upload sheet before you save the vendor data into your Swipez database. You can also delete the uploaded data using the Delete sheet option.

 

If you are ready to store your vendor data click on the Approve vendors option. And Confirm to update your vendor data.

The approved vendor data will be Saved within 4-5 minutes.

You can view your vendors under Contacts -> Vendors -> List Vendor menu option from the left hand side of the dashboard.

 

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Manage expenses, automate purchase orders, and more. Simplify your expense management with bulk uploads and easy payouts.