Our team at Routable is happy to assist you with your vendor and customer onboarding process. We've built a .csv template that will help you add the following information per vendor or customer.
- Contact details including contact information
- Payment method(s)—ACH and/or check
- Vendor/customer invitations and custom invite messages
-
.csvtemplate here ↗
CSV fields
| Field label | Description |
|---|---|
| Legal Entity Name |
Required The registered name of a business or the legal first and last name of an individual. For "Personal" company types, if the legal entity name does not match the contact first name + contact last name, the legal entity name will be replaced with the contact first name + contact last name. |
| Display Name |
Optional A name for the company or individual that will be shown throughout the Routable UI. Use this if you would like to see a different name than the one provided as the Legal Entity Name. For example, "Starbucks" instead of "Starbucks Corporation." |
| Vendor or Customer |
Required The type of company you want to add. Your options are one of the following:
|
| Company Type |
Required The type of company that you are paying or receiving money from. Your options are one of the following:
If you are planning to pay out a contractor or an employee (for reimbursement), please select "Personal." |
| Contact Email |
Required if "Send Invite Email?" is "Yes" OR if "Vendor or Customer" is "Customer" The primary contact email of the vendor or customer. |
| Contact First Name |
Required if "Company Type" is "Personal" The primary contact's first name. |
| Contact Last Name |
Required if "Company Type" is "Personal" The primary contact's last name. |
| Contact Phone Number |
Optional The primary contact's phone number. |
| Company Country Code |
Optional The vendor/customer's legal business address. For businesses, this is the country where the vendor/customer is registered. For individuals, this is the country where the individual resides. Currently, only US is supported. If you do not input a company country code, the company country code will default to US. |
| Ledger ID |
Optional Your accounting software's internal ID for the vendor/customer. To find the internal ID of the vendor/customer in your accounting software, see Finding your Ledger Vendor/Customer IDs → |
| Ledger Profile Name |
Optional A name for the company or individual that will be shown in the ledger. Use this if you would like to see a different name than the one provided as the legal name if you’re creating the vendor in the ledger as well. For example, “Starbucks” instead of “Starbucks Corporation.” |
| Create on Ledger? |
Required Indicate whether or not you want to create a new vendor/customer record in your accounting software. Options:
|
| Unique ID |
Optional A unique internal ID that you use for this vendor/customer. This field is for your reference only. To learn more about Routable unique IDs, see Creating a unique ID for vendors and customers → |
| Send Invite Email? |
Required Indicate whether or not you want Routable to send the vendor/customer an invitation email to register their information (contact information, tax information, and payment method) on their own. Options:
|
| Invite Email Message |
Optional if "Send Invite Email?" is "Yes" The custom message that will be included in the registration invitation email sent to the vendor/customer |
| Collect Vendor Tax Info? |
Optional Indicate whether or not you want to request tax information for your vendor/customer record when onboarding. If left blank, we'll default this based on global settings. Yes: Request tax information when the vendor/customer record is onboarding No: Do not request tax information when the vendor/customer record is onboarding Options:
|
| Primary Payment Method |
Optional The default payment method used for the vendor/customer. Your options are one of the following:
If you do not select a primary payment method, the primary payment method will default to "ACH" if bank account information is available. Otherwise, the primary payment method will default to "Check." |
| Bank Routing Number |
Required if "Vendor or Customer" is "Vendor" AND you want to add a bank account for ACH transactions The vendor/customer's bank routing number. Routing numbers are always 9 digits. |
| Bank Account Number |
Required if "Vendor or Customer" is "Vendor" AND you want to add a bank account for ACH transactions The vendor/customer's bank account number. |
| Bank Account Type |
Required if "Vendor or Customer" is "Vendor" AND you want to add a bank account for ACH transactions The vendor/customer's bank account type. Your options are the one of the following:
If you do not select a bank account type, the bank account type will default to "Checking." |
| Domestic Check Company Name |
Required if "Vendor or Customer" is "Vendor" AND you want to add a check address for check transactions AND "Domestic Check Recipient Name" is empty Either or both "Domestic Check Company Name" or/and "Domestic Check Recipient Name" needs to be filled. The company name that will appear above the address following USPS delivery address guidelines ↗. If both "Domestic Check Company Name" and "Domestic Check Recipient Name" are provided, the "Domestic Check Recipient Name" will appear above the "Domestic Check Company Name." Most of the time, this will be the vendor/customer's legal name. The max character limit is 40 characters. |
| Domestic Check Recipient Name |
Required if "Vendor or Customer" is "Vendor" AND you want to add a check address for check transactions AND "Domestic Check Company Name" is empty Either or both "Domestic Check Company Name" or/and "Domestic Check Recipient Name" needs to be filled. The company name that will appear above the address following USPS delivery address guidelines ↗. If both "Domestic Check Company Name" and "Domestic Check Recipient Name" are provided, the "Domestic Check Recipient Name" will appear above the "Domestic Check Company Name." The max character limit is 40 characters. |
| Domestic Check Attention Line |
Optional ATTN: line on mailing address |
| Domestic Check Street Address |
Required if "Vendor or Customer" is "Vendor" AND you want to add a check address for check transactions The vendor/customer's street address. |
| Domestic Check Address Street Unit |
Optional The vendor/customer's street unit. |
| Domestic Check Address City |
Required if "Vendor or Customer" is "Vendor" AND you want to add a check address for check transactions The vendor/customer's address city. |
| Domestic Check Address State |
Required if "Vendor or Customer" is "Vendor" AND you want to add a check address for check transactions The vendor/customer's address state. Use the two-letter state abbreviation ↗. For example, "CA." |
| Domestic Check Address Zip |
Required if "Vendor or Customer" is "Vendor" AND you want to add a check address for check transactions The vendor/customer's address zip code. Both 5-digit and 9-digit zip codes are allowed. No special characters. |
| Domestic Check Address Country |
Required if "Vendor or Customer" is "Vendor" AND you want to add a check address for check transactions The vendor/customer's address country. Your options are one of the following:
|
Finding your Ledger Vendor/Customer IDs
Oracle NetSuite
For more information about finding NetSuite "Ledger IDs" (internal IDs), see the NetSuite Help Center article Exposing Internal IDs and Field IDs ↗
For more information about exporting data from NetSuite, see the NetSuite Help Center article Extracting Data from NetSuite ↗
QuickBooks Online (QBO)
To find the "Ledger ID" for a QBO vendor or customer, navigate to the vendor/customer page and view the numbers after nameId in the URL. For example, the "Ledger ID" for the vendor shown in the screenshot below is 2.
Sage Intacct
To find the "Ledger ID" for an Intacct vendor, navigate to the Vendors list in the Accounts Payable application and view the Vendor ID field.
To find the "Ledger ID" for an Intacct customer, navigate to the Customers list in the Accounts Receivable application and view the Customer ID field.
For more information about exporting vendor/customer data from Intacct, see the Sage Intacct Help Center articles:
Xero
To find the "Ledger ID" for a Xero contact, navigate to the contact page and view the alpha-numeric ID in the URL. For example, the "Ledger ID" for the contact shown in the screenshot below is 8a39c914-0d29-4a0d-8c89-e25a662292a9.