You can import your vendors and other external collaborators 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
You'll need to create separate spreadsheets for each type of collaborator you will be importing and import each one individually. Here are the different types of collaborators you can enter: Vendor, Subcontractor, Service provider, Outside designer, Outside general contractor, and Receiver.
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" button in the upper right
You will then select the collaborator type you will be uploading first
You will then follow the steps to upload your .CSV and import your contacts.
