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How to Import Vendors

Vendors in UpKeep can be used for both Purchase Orders and to keep track of third parties that our team uses for maintenance.

  1. Download Vendors Import Data Collection Sheet. Click Here
  2. Enter in the below data fields for each Vendor
    1. Business Name
    2. Phone Number
    3. Website
    4. Main Point of Contact
    5. Vendor Type
    6. Business Description
    7. Email
  3. Save Import Data Collection Sheet
  4. Import CSV in to UpKee

The maximum amount of Vendors on each individual CSV is 200. The total amount of Vendors allowed at this time is 1000

Want to learn more? Checkout 11:45 of our Data Importing Webinar.