Importing Vendors
Importing Vendors
To import vendors to CINC Accounting:
Select Tools > Data Import. If you are using universal navigation, click Settings > General > Data Import.
Select the Data Type as Vendors.
Download the Excel import template and open the spreadsheet.
Enter the following information into the spreadsheet and save it:
Vendor Name
Website
Fax Number
UPS Zone: If applicable.
Email Address
Tax ID Number
Requires 1099: Enter Y for Yes if the vendor is a 1099 Vendor or N for No.
Auto Approval Limit: To have invoices for the particular vendor to auto-approve up to a specific amount, enter that amount here (do not use dollar signs).
Address/City/State/Zip
DBA Name: Doing Business As name.
Comments: Leave blank.
Contact Name/Phone/Cell/Email
Vendor Type: Vendor Types may be added under System > Dropdown Options: Vendor Type. Once added in the system, the types may be included on the spreadsheet for import and used for sorting and reporting purposes. The vendor types in Column W must be an exact match to those created in CINC Accounting. If you are using universal navigation, click Settings > General > Drop Down Options.
On the Data Import screen, select the Data Type of Vendors.
Browse to and select the saved vendor spreadsheet.
Click Import. The vendors will be imported and displayed under Vendors > Vendor Information. If you are using universal navigation, click Payables > Vendors > Vendor List.
NOTE: If Replace is selected from the Options dropdown, the import will replace any vendors that were previously added to the system. Always choose Append when adding vendors to the existing list.