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How Do I Import Bills in Bulk (CSV)

While vendors can be imported via CSV, bills themselves are created individually through the New Bill form rather than through a bulk import.

Steps

  1. To import vendors in bulk: go to Pay & Expenses → Vendors and click "Import," then click "View instructions" to confirm the required CSV format, upload your file, and confirm via the preview step.
  2. To add bills, create them individually using "New Bill," or duplicate an existing bill as a starting point for a similar one.

Good to Know

Only CSV files are supported for the Vendors import - there is no downloadable spreadsheet template, only the "View instructions" link describing the expected columns.

Related Articles

  • How Do I Create a Vendor in Sumung?
  • How Do I Create a Bill in Sumung?
  • How Can I Duplicate a Bill?

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