How to Upload Vendor Details In Bulk & Download the Vendor Details from Admin Dashboard?

How to Upload / Add Vendor Details In Bulk & Download the Vendor Details ?

Upload Vendor Details in Bulk easily by following these steps ➖

Step 1➖Click the Settings icon (Navigate to Settings (Right Top Gear Icon) → Vendors) in the top right corner of the BORG Admin dashboard. This will open a pop-up window. Manage your Vendor directly from here. Simply click the "Vendors" icon to access Vendor Management Features.

Step 2➖ i) Click on Right top Plus (+) Icon -> Check Fields whether want to add few more or it will work for you? -->
If It will work, It's great & now you can add one by one from here or choose to upload in bulk by just clicking on right top upward arrow to upload in bulk
ii) If Vendor form to be customised,
Navigate to Settings (Right Top Gear Icon) → Vendors Custom Form
Select Activate & Yes in Additional Information
Click on Submit button ->

Now Click on Plus (+) Sign to add additional box
New page would be opened, You may add 15 additional fields to add more information
( If input box needed- Select text, If dropdown needed, Select Select)
Click on + to add fields one by one
Finally save the details.

Step 3➖Click on the “Yellow Button ” which is on the left top side as shown in the below image ➖
A pre-formatted Excel/CSV file will be downloaded with all required columns (e.g., Vendor Name, Contact Person, Phone, Email, GST, Address, Category, etc.)

Step 4➖Clicking the Yellow button will open a new pop-up window ,as shown in the image below ➖
Fill Vendor Data in the Template
Enter vendor details in the template

Step 5➖Download the sample CSV file, fill in all the details which are in the CSV File, and then upload the completed CSV file. Here's an example of what the sample CSV file looks like ➖
Make sure:
No duplicate Vendor Name (unless allowed)
Mandatory fields are filled
Email/Phone formats are correct
GST Number (if applicable) is valid

Step 6➖If you already have a CSV file, click "Choose File" and upload it and if you want to reset the file click on “Reset” as shown in the below image
➖
Upload the Vendor File
Go back to Vendor List
Click “Bulk Upload (Up-ward arrow)”
Select the updated file and click Upload
System will validate the data:
If errors exist → A validation report will be shown
If successful → All vendors will be added instantly