Importing from CSV
If you already have a list of vendors in a spreadsheet, you can import them into Vendor Space in one step instead of adding them one at a time. This is especially useful when you're migrating from another tool or starting a new season with a returning vendor list.
How to Import Vendors
Click Vendors in the sidebar
Click the Import button in the top right
Upload your CSV file
Optionally select one or more events to assign the imported vendors to
Click Import to process the file
Vendor Space will create a new vendor profile for each row in your file. If you selected events, every imported vendor will be assigned to those events and placed in the Lead stage of the vendor pipeline.
CSV Column Reference
Your CSV file must include headers in the first row. Only name and email are required -- all other columns are optional.
name
Yes
The vendor's company or business name
email
Yes
The vendor's email address
primary_contact_name
No
Name of the main contact person
phone
No
Phone number
address_line1
No
Street address (first line)
address_line2
No
Suite, unit, or apartment number
city
No
City
state
No
Province, state, or region
postal_code
No
Postal or ZIP code
country
No
Country
notes
No
Internal notes about the vendor
Tip: Column order does not matter as long as the header names match exactly. Extra columns in your file will be ignored.
Import Limits
You can import up to 500 vendors per file. If you have more than 500 vendors, split them across multiple CSV files and import them one at a time.
Preparing Your File
Here are a few things to keep in mind before uploading:
Save your spreadsheet as a CSV. If you're working in Excel or Google Sheets, go to File > Download > CSV or File > Save As > CSV before uploading.
Use the exact column names listed above. The importer matches by header name, so
nameworks butCompany Namewill not.Check for duplicate emails. If a vendor with the same email address already exists in Vendor Space, the importer will skip that row to avoid creating duplicates.
Remove blank rows. Empty rows in your file can cause unexpected results.
Example CSV
Here is a minimal example showing what a valid import file looks like:
After Import
Once your import completes, you will see a summary showing how many vendors were created and how many were skipped. From there, you can:
Review the imported vendors in your vendor list
Open any vendor's company profile to verify or update their details
Begin moving vendors through the pipeline for their assigned events
Tip: If you regularly work with the same vendors season after season, keep a clean master CSV so you can quickly import returning vendors into new events.
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