Bulk import vendors
For migration from an existing system, upload your supplier list as a CSV rather than entering hundreds of vendors by hand.
Run the import
- Open Vendors → Import.
- Download the CSV template.
- Fill it from your source data.
- Upload.
- PropLink validates and shows a preview of rows to be created and rows with errors.
- Confirm.
Standard columns
| Column | Required | Notes |
|---|---|---|
trading_name | Yes | |
registered_name | No | Defaults to trading name |
companies_house_number | No | UK only |
vat_number | No | |
primary_contact_name | Recommended | |
primary_contact_email | Recommended | Used for matching duplicates |
primary_contact_phone | No | |
address_line_1 | No | |
postcode | No | UK postcode validated |
country | No | Defaults to United Kingdom |
service_categories | No | Pipe-separated, e.g. plumbing|gas |
default_currency | No | ISO code, defaults to GBP |
default_tax_rate | No | e.g. standard, reduced, zero |
bank_sort_code | No | UK |
bank_account_number | No | UK |
iban | No | International |
bic | No | International |
A complete column reference is in CSV import templates.
Adding insurance and certifications later
The import covers vendor identity and bank details. Insurance and certifications must be uploaded one vendor at a time because they include a file (the certificate). Plan your onboarding so the import lands first, then you upload certificates over the next few days.
A bulk certificate uploader is on the roadmap.
After the import
Each imported vendor is initially in Active status with no insurance or certification records. They cannot receive work orders until you upload at least the basic compliance documents.
The bulk import is recorded under Settings → Data import → History so you can audit what was imported and when.
Related
Last reviewed 10 May 2026.