Bulk Import
Import vendors in bulk via CSV or JSON files with field mapping and validation.
Bulk import lets you add up to 500 vendors per batch using a CSV or JSON file, saving time when onboarding large vendor portfolios.
Preparing Your File
CSV Format
Create a CSV file with the following columns:
| Column | Required | Description |
|---|---|---|
company_name | Yes | Vendor's legal name |
contact_email | Yes | Primary contact email |
contact_name | No | Contact person's name |
phone | No | Phone number |
risk_tier | No | critical, high, medium, or low |
trade | No | Vendor trade or category |
notes | No | Internal notes |
JSON Format
Use an array of objects with the same field names as the CSV columns.
Download Template
Click Download Template on the import page to get a pre-formatted CSV file with all supported columns and sample data.
Running the Import
- Open a project and go to the Vendors tab.
- Click Import Vendors.
- Upload your CSV or JSON file.
- Inori displays a field mapping screen. Match your file columns to Inori fields. Previously used mappings are remembered.
- Review the validation summary:
- Valid rows — Ready to import.
- Warnings — Importable but with issues (e.g., missing optional fields).
- Errors — Cannot be imported (e.g., missing company name or invalid email format).
- Click Import [N] Vendors.
After Import
- Each imported vendor gets a compliance record in Awaiting COI state.
- A summary email is sent to you with the import results.
- Duplicate vendors (matched by company name) are flagged — you can choose to skip or create new records.
Limits
- Maximum 500 rows per file.
- Files must be under 5 MB.
- One import per project at a time. Wait for the current import to finish before starting another.
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