How to Bulk Import Vendor Data

This guide shows how to quickly download the vendor import Excel template, format your vendor data to the required structure, and upload the completed file so the system can process it. It explains where to find the template, how to submit the finished file, and that you'll receive a Vendor Upload Results file with processing outcomes. Follow it to save time and avoid manual entry or formatting errors.

How to Download the Template

1. From Home, select the + icon in the top right corner of the screen.

2. Select Vendor Import.

3. Select the Download Excel Template.

4. You should be able to access the template in your computer's Downloads folder.

Format your vendor data to match the template.

ALERT: If a billing address is associated with a vendor, a phone number is required.

Tip: In RAAMP, a vendor is a person or business that provides goods or services and may receive payments. However, you don't always need to create a vendor record to pay someone.

In RAAMP, you can use existing companies, properties, tenants, and contacts for both billing and payments. You don't always need a separate vendor record.

Important: Before creating or importing a vendor, check whether the company, property, tenant, or contact already exists in RAAMP to prevent duplicate records.

How to Import Template

5. When you are done cleaning up and formatting the vendor template, select the + icon in the top right corner of the screen.

6. Select Vendor Import.

7. Select Upload your Completed Template.

8. Select the file from your computer.

Once processed, you'll receive a Vendor Upload Completed message > Select the Vendor List hyperlink to view the vendor list.

9. Vendor List Diagram

Vendor Specific Tabs

10. Once the vendor is created, you can navigate between various tabs for that vendor.

11. Select the Default Account Settings tab > Complete the Default Account Settings fields.

Tip: The account number field refers to the account number that your company has with that vendor, which may vary by property or company, not the vendor’s bank account number or the expense account number.

12. Select the appropriate option from the Bill Term dropdown.

NOTE: The bill term field should contain the vendor’s standard payment terms—such as due upon receipt or net terms—so those terms automatically populate when a new bill is created.

13. If the vendor requires insurance compliance and/or is 1099 eligible, select the appropriate checkboxes.

14. Select the Company Specific Account Settings tab to add a company-specific account to the vendor > Select Add New Company Specific Setting.

15. Complete the information for the Company Specific Account Settings > Select Save.

16. Once all required vendor information has been completed, select Save.

17. Addresses Tab: Allows you to view and add vendor-specific addresses

Addresses = Where the vendor is located. Use this tab for billing, mailing, or physical addresses.

ALERT: When a billing address is entered, a phone number is required.

Select New Address> Complete the contact information > Select Save.

18. Files Tab: Allows you to upload and view vendor-related files such as the vendor's W9.

You can also note missing files.

19. Contacts Tab: Allows you to view and add vendor-specific contacts.

This tab stores individual people connected to the vendor, such as:

  • Billing contact
  • Primary contact
  • Legal contact
  • Emergency contact
  • Other contacts

Each person can have their own name, phone number, email address, title, and other personal details. For example, a billing contact might be Wendy Sailor, with her direct phone number and email address.

Select New Contact > Complete the contact information > Select Save.

20. Insurance Tab: Allows you to view and add vendor-specific insurance information.

Select New Entity Insurance > Complete the insurance information and upload related files > Select Save.

21. Loans Tab: Allows you to view and add vendor-specific loans.

NOTE: This loan must remain Loan Payable because Loan Receivable is only available for property and company entities.

Select Add New Loan > Complete the loan information > Select Create.

23. Accounting/RAAMP Pay tab: RAAMP Pay settings allow this entity to receive funds. Add an ACH destination using the billing address, and authorize the payer companies that may use it.

Select Add Bank Account > Complete the banking information > Select Add Destination.

For more detailed instructions on adding a bank account and using RAAMP Pay see.

24. Ownership Tree Tab: Allows you to see a visual representation of a company’s ownership structure.

You can toggle between Beneficial Ownership and All Relationships.

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