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. 

Discover how to effortlessly update vendor payment information in bulk using CSV files with our plugin. However, please note that this plugin does not have the capability to update data stored in native BC365. Seamlessly export and import vendor payment r

Reauthentication (BC365)

Updating Vendor Payment Methods Via CSV (BC365)

BusinessDays

YourBank

MyBank

Setting-up Multi-Entity Management (BC)

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Welcome

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Pre-Onboarding Checklist (NetSuite)

Installation and Set-up

Post-Onboarding Checklist (NetSuite)

Setting Up Multi-Factor Authentication

Mapping Bank Accounts (NetSuite)

Setting Default Payment Information

Storing Vendor Payment Information

NetSuite Approval Limitations (Informational)

Updating the Bundle (NetSuite)

Uninstalling the Bundle (NetSuite)

Enabling French Canadian Support (NetSuite)

Temp

Paying Bills (NetSuite)

Viewing Bill History (NetSuite)

Vendor Payables

Managing Balances & Transactions (NetSuite)

Enabling Bank Feeds (NetSuite)

Adding Accounts to Bank Feeds (NetSuite)

Disabling Bank Feeds (NetSuite)

Migrating Bank Feeds (NetSuite)

Information Reporting

Remittance Advice (NetSuite)

Entity Bank Details Installation & Set-up

Viewing Entity Bank Details

Entity Bank Details Bundle Import/Export

Entity Bank Details Approvals

Update Entity Bank Details Bundle

Vendor Bank Details

FAQ (NetSuite)

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Managing Security Tokens (NetSuite)

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Sandbox Checklist (NetSuite)

Release Notes (NetSuite)

Entity Bank Detail Release Notes

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Pre-Onboarding Checklist (Intacct)

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Configuration

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Paying Bills (Intacct)

Payment Methods (Intacct)

Viewing Bill History (Intacct)

Managing Balances & Transactions

Bank Feed Requirements (Intacct)

Enabling Bank Feeds (Intacct)

Adding Accounts to Bank Feeds (Intacct)

Disabling Bank Feeds (Intacct)

Reconciliation Rule & Rule Set (Intacct)

Balances & Transactions

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Pre-Onboarding Checklist (BC365)

Installation

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Plugin Setup

Remittance Advice (BC365)

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Sandbox Checklist (BC365)

Release Notes (BC365)

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Updating Vendor Payment Methods Via CSV (BC365)

Functionality

Step 1: Navigate to the Payment Methods Page