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These steps create a vendor list in Sage 100 and export it to Excel so you can bring your vendors into Dash.fi.

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Create the vendor list

  1. Select Vendor Maintenance from the Accounts Payable Main module.
  2. Click the magnifying glass next to Vendor Number (lookup).
  3. Click Custom to start the Lookup Customization Wizard.
  4. Choose Create new view with the description VendorList, then click Next.
  5. Click the << button to remove all items except VendorNumber from the Selected Columns list.
  6. Select the following fields one at a time from the available fields and click the > button to add each:
    • VendorNumber
    • Division
    • Name
    • AddressLine1
    • AddressLine2
    • City
    • State
    • ZipCode
    • PhoneNumber
    • LastPaymentDate
    • PaymentsYTD
    • PaymentsPYR
  7. Click Finish.
  8. Change the view to the newly created VendorList view.
  9. Click the Export to Excel icon (next to Print, on the bottom right of the window).

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If the Export to Excel icon is available

  1. Click the File menu, then Save As.
  2. Click the Desktop icon on the left to save to the desktop.
  3. Set the file name to [Your Company Name] Vendor List.
  4. Click Save, then close Excel.

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If no Export to Excel icon is available

  1. Click the printer icon.
  2. In the Lookup Vendor List window, click Printer Setup.
  3. For the output type, choose Export File, then OK.
  4. In Export File Options, click the folder next to the File Name.
  5. Click the Desktop icon to set the save location to the desktop.
  6. Set the file name to [Your Company Name] Vendor List, then click Save.
  7. Click OK on the Export File Options window, then OK on the Printer Setup window.
  8. Click Print on the Lookup Vendor List window.

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Bring these vendors into Dash.fi

Once you’ve exported your vendor list, bulk import it on the Vendors tab — upload your file and map its columns to Dash.fi’s vendor fields. See Import your vendor list. Or send your export to support@dash.fi or your account executive and the team will import it for you.