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

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 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, you are able to prepare the import of that vendor bank information.

Do not remove any of the column headers or add additonal columns, otherwise, the import will fail.

If you would like to add a bank account, please 

 a row and fill in the data_type column with 

. You can fill in any other columns following the guidance from the table below. Do not fill in the email or address fields. 

If you would like to add emails, please 

. You can fill in any other columns following the guidance from the table below. Do not fill out the bank account or address fields. 

If you would like to add an address, please 

. You can fill in any other columns following the guidance from the table below. Do not fill in the email or bank account fields 

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

YourBank

MyBank

Approving Bills (Informational)

SVB Go Link

Welcome

Untitled

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)