Importing Vendors and Vendor Bank Details

You can import multiple vendors and their bank details into NetSuite using a CSV file. This is especially useful when onboarding a large number of vendors at a single time.

Prerequisites

In a CSV file with vendors, include the following information in the specified order:

Vendor Name
IsPerson
Email
Phone
Primary Subsidiary
Vendor Remittance Email – Optional
DefaultShipping
DefaultBilling
Address
Address 1
Address 2
Address 3
City – Don't use special or diacritic characters
State – Use short names and don't use special or diacritic characters
Zip – Between 5 to 10 numeric characters
Opening Balance

In a CSV file with vendor banks, include the following information in the specified order:

Vendor Name
Routing Number
Account Type
Account Owner Name
Bank Account Number
Bank Name
Default – Enter yes only for one of the bank accounts being added

Important:

When importing vendor details using CSV:

Review the import summary for any errors or warnings.
Vendors with missing or invalid required fields are not imported.
If you encounter errors, review the error log provided after the import is completed. Correct any issues before trying to import the details again.

To import a CSV file:

Using the Administrator role, go to Setup > Import/Export > Import CSV Records.
Select Relationships from the Import Type list.
Select Vendors from the Record Type list.
Set the CSV Column Delimiter that you used in your CSV file.
Click Next.
Follow the steps in the Import Assistant.

For instructions, see Importing CSV Files with the Import Assistant.

Prerequisites

To import a CSV file:

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