Importing: Vendors

Fields accepted when importing vendors.

Important Note: If you sync with an accounting software, we highly suggest not manually importing vendors via CSV into PayMaker, unless they do not exist in your accounting software at all, to avoid duplicates and sync errors

Field Name Required? Maximum Length Description Accepted Values Additional Information
Active? No NA Denotes if this Vendor is active or inactive - Active
- Inactive
- Requires an exact match with one of the accepted values
- All records are automatically set to Active when created; they cannot be created and set to inactive in the same import
Vendor Name* Yes 100 characters The name of this vendor - Key field: Requires an exact match with the desired Vendor's name (for updating)
Vendor ID No 20 characters An alternative identifier for this Vendor defined by you and/or a third-party system - Key field if in use: Requires an exact match with the desired Vendor's name (for updating)
- If syncing with an accounting software, do not update this field
Name on Check No 250 characters The name used for payments you have us send, if different from the Vendor Name
Account Number No 100 characters The account number of this Vendor (typically provided by vendor)
Tax ID No 16 characters The tax ID of this Vendor for 1099 reporting in your accounting software
1099 Vendor No NA Denotes whether this Vendor is a 1099 Vendor - Yes
- No
Requires an exact match with one of the accepted values
Payment Address No 500 characters The first line of this Vendor's payment address
address2 No 500 characters The second line of this Vendor's payment address
address3 No 500 characters The third line of this Vendor's payment address
address4 No 500 characters The fourth line of this Vendor's payment address
City No 255 characters The city of this Vendor's payment address
State / Province No 255 characters The state or province of this Vendor's payment address
Zip / Postal Code No 20 characters
Country No 255 characters The country of this Vendor's payment address
Primary Email No 1023 character The primary email address for this Vendor Must be formatted as email address: e.g. name@domain.com
Fax No 40 characters The fax number of this Vendor
Phone No 40 characters The phone number of this Vendor
Payment Info Email No 1023 characters An alternative email address to use for emailing payment information to this Vendor Must be formatted as email address: e.g. name@domain.com
Payment Contact No 40 characters An alternative phone number for this Vendor to contact regarding payments
Description No 4000 characters The description of this Vendor
  • Payment terms cannot be imported and must be created in PayMaker
  • Vendor balances cannot be imported
    • Balances are based on bills in PayMaker