Data Import: Vendors

If you have a list of vendors you regularly work with, you can import that list into ManageCasa in bulk via the bulk contact upload rather than manually adding each vendor.

To import vendors into ManageCasa:

1. Navigate to Manage --> Bulk Upload

2. Select Contacts from the list of Data Types.

3. Complete the spreadsheet, specifying "Vendor" as your contact type.

4. Drag the completed spreadsheet into the application or click the upload button to the box and select import. 

ManageCasa will validate the file, and if there are any errors they will appear in yellow. You can click on the error message to view a report that indicates exactly what errors occurred so you can go and make any necessary updates to the template.

If all the data passes, then it will be loaded and available within a very short time.