Setting up your account on Gusto Bill Pay is easy, but when you already have a long list of vendors, entering each one individually can be time-consuming and frustrating. Whether you’re migrating from another service or simply have a list of existing vendors, you no longer have to input each vendor manually.
With Gusto Bill Pay, you can upload your entire vendor list in a single step. This guide will show you how to upload your existing vendor data to Gusto Bill Pay using a CSV or Excel file, saving you time and effort so you can get started faster.
Topics that are covered in this article:
- How to import vendors using a CSV or Excel file.
- Possible errors when uploading a CSV or Excel file and how to fix them.
How to import vendors using a CSV or Excel file
Follow these steps to upload multiple vendors at once:
1 - From your Vendors tab within Gusto Bill Pay, select Import Vendors.
2 - Upload a CSV or Excel file.
To successfully import your vendors, make sure to include the following:
Mandatory field:
- Vendor's business name
Optional fields:
- Vendor’s email address
- Vendor’s phone number
- Vendor’s address: address, city, state, zip, country
- Vendor’s contact person: First name and Last name
We strongly recommend including as many optional fields as possible. Providing complete vendor information helps ensure a smoother import process and reduces the need for manual edits later.
Please note:
- If the file isn’t ready, you can download a template and submit the details manually before uploading.
- The supported file formats are CSV and Excel.
- You can import up to 500 vendors at once.
- The size of the file shouldn’t exceed 10 MB.
3 - Wait for the data validation to complete. This might take a few moments.
4 - Review vendor details:
- You can delete unnecessary vendors by selecting the
icon next to the vendor you want to delete.
- To edit the vendor details:
a. Select Edit next to the desired vendor.
b. Change the details in the pop-up window.
c. Once the changes are done, select Save at the bottom right.
5 - After reviewing the entire list, select Import vendors at the bottom right.
That’s it! The vendors are uploaded successfully to your Gusto Bill Pay account. You will now be redirected to the Vendors tab.
Possible errors when uploading a CSV or Excel file and how to fix them
Here are the most common errors when uploading a CSV file:
- Missing business name.
- Duplicate business name.
- Invalid email format
To fix any of these errors:
1 - Select the Edit button next to the vendor that has an error.
2 - In the pop-up window, update or change the relevant fields.
The fields highlighted in red need to be submitted or corrected.
3 - Once everything is fixed, select Save at the bottom right.
That’s it. You can now proceed with uploading your vendors.