Export & Import

On every Vendor type tab, we can Export the Vendors list as an Excel / CSV.

To export a Vendor category, simply click on the Export button (marked with an arrow below).

selecting Export Vendors on the Vendors tab

Here we select which columns we want included in the Excel file.

Then we'll click on Export.

selecting columns for the Excel Vendors list file

The file was automatically downloaded, opening it shows us all of our organization's Vendors in an organized Excel table.

the created Vendor excel list file

If you wish to add many Vendor at once from an Excel file, use the Import button.

There you can either download an Excel Template to get a file compatible with Regulait's Import option (marked with an arrow below), or upload an existing file to import Vendors.

Importing a Vendors list file, or downloading Regulait's template

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