Overview
This video walks you through how to bulk import a payer and their vendors into Zenwork Payments using an Excel file. You’ll see how to download and complete the Excel template, review the notes and required fields, upload the file, and fix any errors before import.
Once the data is validated, you’ll import the payer and vendors, review the final details, and activate a one-month free trial so you can start managing accounts payable in Zenwork Payments right away.
Step-by-Step Process
- Click Bulk Import, then either upload your Excel file or download the template and fill in the Payer and Vendors sheets (one payer, multiple vendors, required fields marked with an asterisk*).
- Return to Zenwork Payments, click Upload files, select your completed payer–vendors Excel file, and click Next to go to the preview page.
- On the Preview & Edit page, use the pencil icon to fix vendor errors (like invalid phone or SSN), click Update, and repeat until all records are ready for import.
- Select the vendors you want to import (or select all), click Import, then click Proceed through the review screens to confirm payer and vendor details.
- On the pricing screen, click Start one-month free trial (First time user), enter your card and billing details, check the box, click Subscribe now, and then continue into Zenwork Payments.
What Gets Imported
When you bulk import from Excel, Zenwork Payments brings in:
- One payer’s full business profile and address information
- All associated vendor records included in the file
- Vendor contact details and identifiers (such as phone and tax-related fields)
- The structured data needed to start managing payments during your free trial
