How to import your vendors list into COUNT

You can import your vendors into COUNT using a CSV or Excel file. This is helpful when migrating vendors from another system or setting up your workspace with multiple vendors at once.

This process allows you to upload your file, map your data to COUNT fields, and complete the import in just a few steps.

1. From the left-hand menu, click Contacts & Products, then select Vendors. In the top-right corner, click the arrow (upload) icon next to Add a Vendor.
2. Upload your CSV or Excel file by dragging and dropping it into the upload area, or by clicking upload to select the file from your computer.  Once the file is uploaded, click Next.
3. Review the file preview and map your data to COUNT fields.

Confirm that all required fields show a Matched status, then click Next.

Updated on: 03/03/2026