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.

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 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

. By hitting export, a CSV export of all vendors is directly triggered.

The import from Intacct 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 additonal columns, otherwise, 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 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.

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. 

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Supporting Multiple Entities

Updating Vendors via CSV

Test

BusinessDays

YourBank

MyBank

Approving Bills (Informational)

SVB Go Link

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