Import Vendors

Genuity gives you the ability to import vendor information through our template upload. Define vendor, vendor url, category, contact, payment terms, internal manager and so much more.

Importing Vendors

• Login to Genuity as a user or administrator. You will need to have edit permissions for the Vendor module to import transactions.
• Navigate to the Vendors tab.
• Click Import transactional data in the top right corner.
• Download the import template.
• Organize your information with the template.
• Upload that file in the same screen.