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, and then creates the vendors. Row-by-row validation happens automatically as part of processing. 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
Review and fix rows
Dash.fi opens the review table with a row per vendor. Any row that can’t be imported as-is is flagged with the reason (for example, an invalid currency code or email). Fix flagged rows inline, or use Bulk actions to update, skip, or re-enable many rows at once (see Bulk actions).
6
Process
Click Import all vendors. Dash.fi validates each row as it processes it, creates the vendors that pass, and leaves the rest flagged for you to fix and retry. The import continues in the background — you can leave the page and come back later.
Bulk actions
The review table lets you apply the same change to many rows at once instead of editing each row by hand — useful when a whole batch is missing the same field or when you want to skip a subset. Select the rows you want to change (selection carries across pages of the table), then open Bulk actions. You can:- Set a field value — for example, set Currency code to
USDon every selected row. - Unset a field value — clear a field on every selected row.
- Change status — mark selected rows Ready to include them in the next import, or Skipped to exclude them.
Who can act on a vendor import
A vendor bulk import is scoped to the person who started it. Only that user can Validate, Process, or Delete the import, edit rows, or run Bulk actions — the API rejects the same actions from anyone else with a 403 Forbidden, and the buttons are hidden or disabled in the UI. Other members of the account can still open the import and read every row, its status, and its errors, so a colleague can help you diagnose a failed row even though the creator is the only one who can move the import forward. If the original creator is unavailable, delete the import and re-run it from your own account.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.