The plugin allows users to update their vendor payment information in bulk via CSV without having to manually change each record. 

Keep in mind that information stored inside native BC365 cannot be updated in the plugin.

This functionality has two parts: export, to export all the current records, and import, to change all the vendors needing a change. FISPAN strongly recommends exporting first 

 importing. This will confirm that the CSV is structured the proper way.

Step 1: Navigate to the Payment Methods Page

From anywhere in Business Central, you can navigate to the Payment Methods page. Click on

 to create a CSV export file for all vendor records.

The import from BC365 triggers a minimum of one row of data. There are three different data types:

Once you have exported the existing vendor bank information, create the import file with your revised vendor bank information by editing the data and creating new rows if you are adding new vendors.

Do NOT remove any of the column headers or add additional columns or the import will fail.

Each of the three data types require specific data fields. Use the existing records as a guide to which columns require data and be sure to follow the general rules to avoid errors preventing a successful import.

Attach the file that is ready to import and enter one valid email address to receive a status update.

Once the file has been uploaded, a checkmark confirmation message will appear. 
Wait a few minutes to get a status update via email.

Once the import status changes, you will receive 

This email notification will let you know if the import has been successful. There are 3 options:

2. Import is successful but there are line errors

This file shows an example of what the import file can look like for one hypothetical vendor.

In BC365, when you select the vendor, it shows the new bank account has been added.

When you open up the bank account, you can see the values match the import. 

Learn how to efficiently update vendor payment information in bulk using our plugin. Easily export current records and import changes to vendors via CSV. To ensure accuracy, we recommend exporting first to confirm CSV structure. Follow our step-by-step in

Reauthentication (BC365)

Updating Vendor Payment Methods Via CSV (BC365)

YourBank

MyBank

Setting Up Multi-Entity Management (BC365)

Welcome

Untitled

Pre-Onboarding Checklist (NetSuite)

Installation and Set-up

Post-Onboarding Checklist (NetSuite)

Vendor Bank Details

Temp

Vendor Payables

Information Reporting

Account-to-Account Transfers (NetSuite)

Remittance Advice (NetSuite)

Employee Expense Reports (NetSuite)

Positive Pay (NetSuite)

Supported Versions (NetSuite)

FAQ (NetSuite)

NACHA 2021 FAQ

Failed Bills

Managing Security Tokens (NetSuite)

Updating Vendor Payment Methods Via CSV (BC365)

Functionality

Step 1: Navigate to the Payment Methods Page