How to Import Vendors

You can import vendors, clients, items or any other list you have in a document into your Bolster account. The steps below show a vendor import.

Before you begin

• Have your vendor list in a file, for example a spreadsheet with columns for email, company name, phone number, city and state.

Open Import data

1. In the left-hand menu, click Settings.
2. Scroll down the Settings menu and click Import data.

Upload your vendor list

1. Drag and drop your file into the upload area. The file is uploaded into your account.
2. Click Continue. Bolster reads the file and identifies it as a vendor import.
3. Click Continue to review. If you have another document to upload, you can add it here.

Map the columns

1. Check that each column in your file is matched to the right field, for example email to email, company name to company name, and city and state to city and state.
2. Click Looks Good. The import can take a couple of minutes.

Review and save

1. Look through the preview of what will be imported and make any changes you need.
2. Click Save Imported Changes.

Find your imported vendors

1. In the left-hand menu, click Jobs.
2. Click Subs and vendors. Your imported vendors are listed with their information.
3. Double-click a vendor to open their profile and manage them from there.