Bulk-import users, GL accounts, or vendors

Add many records at once by importing a spreadsheet — for users, GL accounts, or vendors.

Steps

1. Go to Admin → Import. You'll see cards for Users, GL Accounts, and Vendors.
2. On the card you want, click Template to download the spreadsheet (.xlsx).
3. Fill it in — keep the column headers as they are.
4. Click Upload and choose your file (.xlsx or .xls).
5. Watch the result:
   - Users — the import starts and new users appear shortly.
   - GL Accounts / Vendors — you'll see live progress with counts (created / skipped / failed), and a View errors list (row number + message) for anything that didn't import.

Tip: Fix any flagged rows in your spreadsheet and re-upload — records that already imported aren't duplicated. For vendors specifically, see Bulk-import vendors.