The Advanced CSV connector is in Early Access. If you're interested, you can click here to apply to our Early Adopter Program.

Note: The Advanced CSV connector is only available to Premium subscribers. Contact Inventory Planner Support to learn more about upgrading to Premium.

You can import vendor data to create and update vendors in Inventory Planner.

Inventory Planner identifies vendors by name, so if you already have a vendor in the system with the same name as one in the file, it’ll be updated with data supplied to the Advanced CSV connector.

You must have at least one vendor. If the vendor already exists in Inventory Planner, you’ll still need to load it in using the Advanced CSV connector, as you’ll need to assign it a vendor ID for use with the variant vendor file. The variant vendor file is used to associate variants to specific vendors. Learn more about variant vendor files here.

Note: The vendor file must be included in the initial sync, as other entities rely on its data.

Vendor data columns

The vendor file supports the following columns. If a required column is missing, or an unsupported column is present in the file, the file will not be processed.

Column name	Required	Column type	Comments
VENDOR_ID	✓	VARCHAR(256)	Unique ID (must be unique across all vendors)
DISPLAY_NAME	✓	VARCHAR(256)	Vendor (supplier) name Inventory Planner uses the display name to match to existing vendors
CURRENCY	✓	CHAR(3)	3-letter ISO code. Determines the currency of the vendor’s purchase orders.
REMOVED	✓	BOOLEAN	Soft remove the vendor by setting to “true”
UPDATED_AT	✓	TIMESTAMP_NTZ	Row last updated timestamp
DISCOUNT		FLOAT	Default discount %
TAX		FLOAT	Default tax %
EMAIL		VARCHAR(256)	Vendor’s email address Purchase orders will be sent to this email address. You can enter multiple email addresses by separating them with a comma.
VENDOR_ADDRESS		VARCHAR(256)	Vendor’s physical address

Outside of the file, the following vendor settings can be configured directly in Inventory Planner:

Enable/disable vendor
Make variants replenishable
Internal notes
Shipment method
Payment terms
Default periods (lead time, days of stock)
Minimum order quantity (MOQ) type
PDF settings
Minimum purchase budget
Default purchase order notes
Associated brands
Custom fields

To learn more about configuring vendors in Inventory Planner, click here.