Ways to bring vendors in
- Bulk import a CSV. On the Vendors tab, click Import vendors to upload a CSV. Dash.fi reads your file’s column headers, lets you map them to vendor fields, validates each row, and creates the vendors. This is the fastest way to load a list exported from another system.
- Sync from a connected accounting integration. If Dash.fi integrates with your accounting system — QuickBooks Online, QuickBooks Desktop, Xero, NetSuite, or Sage Intacct — connecting it syncs your vendors automatically. See Accounting integrations.
- Send your list to Dash.fi. Prefer not to do it yourself? Send your exported file to support@dash.fi or your account executive and the team will import it for you.
Bulk import a CSV
1
Click Import vendors
On the Vendors tab, click Import vendors to open the import wizard.
2
Get the template
Download the CSV template to see the exact columns Dash.fi expects. Fill in the template, or upload your own export and map its columns in a later step.
3
Upload your file
Upload your vendor file. Only
.csv files are supported.4
Map columns
Match your file’s columns to Dash.fi’s vendor fields (listed below). Dash.fi detects your file’s headers to make this easier.
5
Process
Dash.fi validates each row and flags any issues — for example, an invalid country, currency code, or email. Fix the flagged rows, then process the import to create your vendors.
Vendor fields
The import supports these fields per vendor:Your export from another system won’t match these columns exactly — that’s fine. Map whatever columns you have during import. Anything you can’t provide now can be added to each vendor later.