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How to bulk upload vendors on the web

To bulk upload vendors. First, go to Vendors. Select the “Vendors” option from the dashboard on the left. Now, click on the drop-down button

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Written by Tech@Swipe
Updated over a year ago

Step 1: Go to Vendors

Select the “Vendors” option from the dashboard on the left.

Now, click on the drop-down button beside “+ New Vendor”.

go to vendors

Step 2: Click on “Import”.

Select the “Import” option from the dropdown list.

select import from drop down menu

Step 3: Download the vendor template.

A pop-up appears. Here, click on “Download Vendor Template”.

download the vendor template

Step 4: Enter the vendor details.

Once downloaded, open the Excel sheet, fill in the details of the vendors as per the template, and save the Excel sheet.

enter the vendor details in excel

Step 5: Upload the vendor details.

Now on Swipe, click into the highlighted section to select the Excel data sheet or drag and drop the saved Excel data sheet.

upload vendor data in bulk

Step 6: Click on “Confirm”.

click on confirm

A confirmation pop-up will appear with the details of the vendors. Review the details and click on the “Confirm” option.

confirm to upload vendors in bulk

Congratulations! You have successfully imported vendors and vendor details in bulk.

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