NOTE: Teams, Users, Locations, and Assets must be imported prior to importing Vendors.

  1. Download Vendor Template to desktop

  2. Complete Vendor Template, by adding following information:

    • Column A: Vendor Names

    • Column B: Vendor Description

    • Column C: Vendor Email Addresses

    • Column D: Vendor Phone Numbers

    • Column E: Vendor Associated Locations

    • Column F: Vendor Associated Assets

  3. Once complete, save Vendor Template file as .csv

  4. Submit Vendor Template file to MaintainX Support chat feature

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