Vendor imports let you create or update many vendors at once by uploading a filled-in Excel template — the faster way to migrate a vendor list from your old system or roll out a bulk change, instead of clicking Add vendor one row at a time.
In the POS mode, open the Vendors tab in the left sidebar — the importer lives in the top-right action cluster.
From the Vendors list, click Import vendors in the top-right action cluster (next to Add vendor). The Upload vendors modal opens.
The modal has three controls:
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Excel only. The importer accepts .xlsx files. CSVs and other formats are rejected with "Invalid file extension. Is your file's extension .xlsx?" — open your CSV in Excel and save as .xlsx first.
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50,000-row ceiling per file. The modal copy notes "Please limit the number of updates at one time to 50,000 per file." If your list is longer, split it across multiple uploads.
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Click Download template file at the bottom-left of the modal. An Excel file downloads with a header row and no data rows — fill it in locally, save, and come back to upload.
The template has hover-tip comments on most header cells — hover a column in Excel to see what it expects, the required/optional flag, and an example value.
The template has 23 columns. Most are obvious; the ones worth calling out are at the top and the trio of integration-related flags near the right.
| Column | What it does | Required? |
|---|---|---|
Token |
Rundoo's internal identifier for the vendor. Leave blank when creating a new vendor. If the row is an update to an existing vendor, the Token is what pairs the row to that record — so don't edit or clear it. |
Only on updates |
Name |
Vendor name as it appears on POs and in the list. Must be unique across your vendor list. | Yes |
Pay To |
The name your accounting system writes checks to. Often the same as Name, but it can differ — e.g. Benjamin Moore vs Benjamin Moore & Co., Inc. |
Optional |
Orders Email |
Where Rundoo emails POs when you send them from the app. Needed if you plan to send orders directly; leave blank for walk-up vendors you only pay. | Optional |
Phone |
Primary phone for the account. | Optional |
Notes |
Free-text internal notes, visible to staff only. | Optional |
Address Line 1, Address Line 2, Address City, Address Zip, Address State |
Mailing address fields. Fill in what you have — partial addresses are fine. | Optional |
Address Country |
Leave this blank. Rundoo ignores any value you enter here — country is managed by Rundoo, not the importer. | No (leave blank) |
Active |
Whether the vendor is usable for new orders. Yes = active, No = deactivated. If you leave it blank, Rundoo auto-fills No. |
Optional |
Enable PDF Attachments, Enable Excel Attachments |
Match the two toggles in the vendor's Ordering section — whether PDF and/or XLSX attachments go out with emailed POs. Yes / No. |
Optional |
Account Number: 1, Account Number: B, Account Number: C, Account Number: E, Account Number: H, Account Number: NY, Account Number: R, Account Number: TPA |
Per-location account numbers with this vendor — one column per location code in your company. Fill only the ones you use. | Optional |