Import Vendors & Contacts

Add your existing vendors to Purchaser to effortlessly track all your RFQs and manage your entire procurement network from one place. You can either import all your contacts and vendors at once and/or manually add them as needed.

Import Contacts & Vendors

We'll do the hard work for you by importing all your contacts and vendors for you so all you have to focus on is sending RFQs to them.

Email a spreadsheet of your contacts and vendors to founders@purchaser.ai and we'll notify you when they're ready and imported.

Manually Add a Vendor

Vendors are how you centralize and organize all your contacts. Start by adding vendors to your network, or add contacts and assign them to vendors later.

To add a vendor...

1. Navigate to the Vendor Management tab.
2. Select + Add at the top right of the page.
3. Add your Vendor Name and select Save.

While only a name is required by default, you can add Custom Vendor Attributes to track the additional information you need, such as a description, industry, and more. To learn more about how to add custom attribute, go to Managing Vendor Attributes.

Additionally you can add documents to your vendors. These can include W9s, tax forms and more by selecting Add on the documents tab in each vendor. This could be anything you need for your records about this specific vendor.

Manually Add a Contact

Add contacts to your vendors to organize them by company, or add contacts first and assign them to vendors later.

To add a contact...

1. Select the vendor that you want to add a contact to or navigate to the Contacts tab on your Vendor Management page.
2. Select + Add.
3. Add the email of the contact that you want to add and confirm that the right Vendor is displayed in the dropdown.
4. Select Save.

While only an email is required by default, you can add Custom Contact Attributes to track additional information like their name, team, and other key details. To learn more about how to add custom attribute, go to Managing Vendor Attributes.

Once you have contacts, you can grouping contacts into custom lists based on industry, vendor type, or region in order to organize your contacts and easily send RFQs to specific lists. To learn more about how contact lists, go to out Manage Contact Lists guide.

What's Next

Once you have contacts and vendors, you can quickly add them to existing RFQs or start a new RFQ from your vendor management. You can also add your saved contacts as recipients to your RFQs once you're ready to send them.

To learn more about our vendor management capabilities, visit our other guides.

• Vendor & Contact Attributes: Learn more about vendor attributes and how to manage them to make sure you have the information you need for each vendor.
• Manage Contact Lists: Learn more about adding contacts to a list and how to send RFQs to these specific lists.
• Manage Vendor Contacts: Find out how to edit contacts, reassign contacts to different vendors, and more.

Still got questions? Contact Us or Book a Demo to learn more about how Purchaser can fit into your workflow.