How to create and import Vendors in MeasureSquare CRM

In this article, we will cover how to Create/Import Vendors into MeasureSquare CRM via QuickBooks Vendors or Local Files (CSV, XLS, or XLSX).

1. From the homepage, navigate to the Vendors tab under Purchases

To create a new Vendor:

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1. From the Vendors tab, click on the New Vendor button

2. In the pop-up window, fill in the relevant information of the new Vendor. Click on Save button to save this Vendor to your MeasureSquare CRM Vendors list.

Below is an example of the Edit Vendor fields:

To import from QuickBooks Vendors:

Make sure you have connected your QuickBooks Account to MeasureSquare CRM. You can follow the steps in Quickbooks Online Integration with MeasureSquare CRM

1. From the Vendors tab, click on the dropdown next to New Vendor then choose to "Import from QuickBooks Vendors"

2. The system should automatically start to import the Vendors information from Quickbooks Vendors of your connected Quickbooks account.

To import from Local Files (CSV, XLS, or XLSX):

1. From the Vendors tab, click on the dropdown next to New Vendor then choose to Import from file

2. In the pop-up window click on "Click to Import" to select files from your local folders.

For an example of how to organize your import files, click on Download sample spreadsheet or see attachment

Additionally, you may reach out to our Support team via support@measuresquare.com

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