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
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.
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.
Vendor fields
The import supports these fields per vendor:| Field | Notes |
|---|---|
| Name | Vendor name — the key field for each row. |
| External ID | Your own identifier for the vendor (for example, the Vendor ID from your accounting system). |
| Currency code | The vendor’s currency (for example, USD). |
| Country | The vendor’s country. |
| Contact name | Primary contact’s first, middle, and last name. |
| Contact email | Primary contact email. |
| Contact phone | Primary contact phone. |
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.