Bulk-import vendors

Adding lots of vendors at once? Import them from a spreadsheet instead of entering each one by hand.

Steps

1. Go to Admin → Import and open the Vendors card.
2. Click Download Template to get the vendor spreadsheet (.xlsx).
3. Fill it in — vendor name, type, tax details, contact, address, and payment/bank details.
4. Click Upload File and choose your completed spreadsheet.
5. Tera processes the file in the background and shows a summary — how many succeeded, failed, and were skipped — with a row-by-row message for anything that didn't import (for example, an invalid GSTIN or a duplicate vendor).

Good to know

• Imported vendors start as drafts, so you can review them before they go active.
• The template differs by region — 🇮🇳 India includes PAN, GSTIN, and MSME columns; 🇺🇸 US includes EIN and the 1099 flag.

Tip: Fix the flagged rows in your spreadsheet and re-upload — successful rows aren't duplicated.