Receipt Bank will automatically pull your Suppliers list from the software your account is integrated with. If you are using Receipt Bank with a non-integrated accounting platform you can populate Receipt Bank with your own suppliers using a .csv import.
- Export your list of suppliers from your accounting software as a .csv file. This format will vary between different softwares but it must include columns for:
Supplier Code (optional - must be unique for each supplier)
- In Receipt Bank, navigate to the Suppliers List. This is located under the 'Lists' section of the sidebar.
- Click Import from CSV:
- Select your file in the popup, and follow the prompts to map Supplier Code, Category, Currency Code, and Supplier Name to the correct columns of the .csv file.
- Once complete, the list of names will populate the Suppliers Lists. Receipt Bank will automatically set Supplier Rules for Suppliers with a mapped Currency and Category.
Note: Any duplicated supplier names that already exist in your Suppliers List will be automatically merged by Receipt Bank.