Updating Vendors via CSV

the plugin allows users to update their vendor payment information in bulk via csv without having to manually change each record you can use this procedure to edit existing vendor records, to add additonal line items to existing vendors and to create new vendor records keep in mind that information stored inside native intacct cannot be updated in the plugin functionality 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 before importing this will confirm that the csv file is structured correctly since the row structure is different for each data type as long as the id fields have not been modified or changed, you will be able to re import the same data multiple times to update existing rows step 1 navigate to the payment methods page from anywhere in intacct, you can navigate to the payment methods page click on your plugin and then payment methods to begin the export and import process step 2 export click export by hitting export, a csv export of all vendors is directly triggered this csv is structured to facilitate the importing process, so please do not modify any of the columns’ structures the import from intacct triggers a minimum of one row of data there are three different data types bank account each vendor with a bank account creates a row with a data type of bank account , allowing you to modify the vendor’s bank account address each vendor with an address record creates a row with a data type of address , allowing you to modify the vendor’s address email each vendorwith an address record creates a row with a data type of email , allowing you to modify the vendor’s email we suggest saving a copy of this file or your records and to provide an easy way to import back the original file if necessary! step 3 import 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 additonal columns, otherwise, the import will fail prepare the file for import 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 bank account to add a new bank account, add a row and enter bank account in the data type column do not fill in the email or address fields and fill in the other columns following the guidance from the table below address to add a new address, add a row and enter address in the data type column do not fill in the bank account or email fields and fill in the other columns following the guidance from the table below email to add a new email , add a row and enter email in the data type column do not fill in the bank account or address fields and fill in the other columns following the guidance from the table below only one line entry per vendor can have the is default account set to "y" enter the default payment method for the default account address record populating the csv table you need to use specific default payment method code values for each of the payment rail types since only one entry per vendor can be the default account with a default payment method, there any rules for which payment method is compatible with each data type here is a complete list showing which payment rail types are supported by each data type use only the payment rails supported by your bank plugin for this specific vendor navigate to plugin → payment methods and check in the table which payment methods are listed for a vendor true false 0,200false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type csv file table columns 277,147,316 true falseleft unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left unhandled content type left unhandled content type left unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left false unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type importing the file once the file is ready, select the import button attach the file that is ready to import and enter one valid email address to receive a status update you are not able to modify this email address after clicking import , so be sure to add the correct one once the file has been uploaded, a checkmark will appear wait a few minutes to get a status update via email once the import status changes, you will receive an email notification this email notification will let you know if the import has been successful there are 3 options 1 import is successful! 2 import is successful but there are line errors in that case, please download the csv attached to the email that lists those errors and submit the file again you can leave the error column in the newly uploaded csv please note that, if an error is found in one of the rows, none of the information present in that row is updated 3 import was not successful this may be caused by internet issues or if the file format is not respected please check your internet connection, refresh the page to try again, or contact support if it still does not work example of import this file shows an example of what the import file can look like for one hypothetical vendor on the payment method page, when you select the vendor, it shows the bank account has been added when you open up the bank account, you can see the values match the import potential errors 209,248,345 true left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type