You can import your vendors into Materio (so you can tag them in your products and send them purchase orders) via a CSV file. The expected columns in the file are:
Company Name
Website URL (e.g. https://www.build.com)
First Name
Last Name
Email
Account Number
Phone
Address 1
Address 2
City
State
ZIP Code
Notes
To get to the importer, follow these steps:
Open the side menu and click on "Contacts"
This is where your vendors, subcontractors, employees and client contacts are managed.
Navigate to "External Collaborators" and find the "Import Vendors" button in the upper right
This will then begin the import process where you can correct any data errors and import your contacts.
