---
title: "Upload a CSV file containing vendor information"
slug: "upload-a-csv-file-containing-vendor-information"
updated: 2026-05-14T17:08:27Z
published: 2026-05-14T17:08:27Z
canonical: "help.wrapbook.com/upload-a-csv-file-containing-vendor-information"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.wrapbook.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Upload a CSV file containing vendor information

> [!NOTE]
> Vendors is permission based
> 
> To update, your account must have one of the following [roles](/v1/docs/roles-permissions) enabled:
> 
> - Role: *Company Admin, Company Manager*
> - Custom role with: *Vendors - Full access, Project access*

If your company has a file containing a list of vendors it works with, and you have a copy of that file saved to your computer, you can upload it on the *Vendors* page.

To help format your file correctly, Wrapbook provides the import template below. You can click Download to save a copy to your computer. The template shows you the required column headers and how they should appear in a file before you upload it.

[](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/wrapbook_vendors_template.csv)wrapbook_vendors_template190 Byte[](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/wrapbook_vendors_template.csv)

To upload the CSV:

1. Go to the [Vendors dashboard](/v1/docs/vendors-dashboard#how-to-access-the-vendors-dashboard)
2. On the *Vendors* dashboard, click the **Import vendors** button
3. Click the **Choose CSV file** button
4. Select the CSV vendor file saved to your computer that you want to upload
5. Click the **Import** button

If a vendor in the file has the same name and EIN/SSN as a vendor that’s already been added, the vendor listing will be updated to include any new data from the imported file.

If errors occur when importing a file, Wrapbook will flag each one and include the row number and reason for the error. In most cases, errors are related to a required column not having the correct header. To see the proper headers for required columns, download the template above.

![List of vendors with details including address, email, phone, and transaction count.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled - 2026-05-14T100647.859.png)

*From the* [*Vendors dashboard*](/v1/docs/vendors-dashboard#how-to-access-the-vendors-dashboard)*, click the* ***Import vendors*** *button*

![Instructions for importing vendors, including downloading a template and uploading a file.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/image-1741373157781.png)

*Click the* ***Choose CSV File*** *button, select the file, and then click the* ***Import*** *button*

Employer Identification Number: Federal tax identifier used to identify a business