Import vendor credits
The following is a list and explanation of each of the fields you can include when importing vendor credits.
Important Note: If you sync with an accounting system, we don't recommend importing records via CSV into Bill.com unless they don’t exist in your accounting system at all to avoid duplicates and sync errors.
| Field Name | Required? | Key Field? | Maximum Length | Description | Accepted Values | Additional Information |
|---|---|---|---|---|---|---|
| Active? | No | No | NA | Denotes if this Vendor Credit is active or inactive | - Active - Inactive |
- Read only - Cannot Activate or Inactivate existing vendor credits via import |
| Vendor Id | No | Yes | 20 characters | The Vendor Id of the Vendor for this Vendor Credit | - Once set, this field cannot be updated via import - Requires an exact match with the desired Vendor's Vendor Id (for updating) - If Vendor Name and Vendor Id are both populated for a Vendor, both must be provided to correctly identify that Vendor |
|
| Vendor Name* | Yes | Yes | 100 characters | The Vendor Name of the Vendor for this Vendor Credit | - Once set, this field cannot be updated via import - Requires an exact match with the desired Vendor's Vendor Name (for updating) - If Vendor Name and Vendor Id are both populated for a Vendor, both must be provided to correctly identify that Vendor - The desired Vendor must be active in Bill.com |
|
| Ref #* | Yes | Yes | 100 characters | The reference number for this Vendor Credit, typically provided by the vendor | - Once set, this field cannot be updated via import - Requires an exact match with the desired vendor credit's reference # (for updating) |
|
| Credit Date* | Yes | Yes | NA | The credit date for this Vendor Credit, typically provided by the vendor | - Once set, this field cannot be updated via import - Requires an exact match with the desired Vendor Credit's Date (for updating) - Dates must be formatted MM/DD/YY, MM/DD/YYYY, MM-DD-YY, or MM-DD-YYYY - Single digits do not require a leading zero |
|
| GL Posting Date | No | No | NA | The date that this Vendor Credit is posted to your general ledger in your accounting system, if supported | - Dates must be formatted MM/DD/YY, MM/DD/YYYY, MM-DD-YY, or MM-DD-YYYY - Single digits do not require a leading zero |
|
| Description | No | No | 4000 characters | The description of this Vendor Credit | ||
| Vendor Credit Line Item Amount | No | No | NA | The amount for this line item on this Vendor Credit | - Must be in the range of -9999999 to 9999999 - Does not support fractions of cents - If this is left blank, it will appear as blank; this is treated as $0.00 - Accepts values with or without a $; negative values must omit the $ |
|
| Vendor Credit Line Item Account Number | No | No | 40 characters | The Account Number of the Account that this line item is coded to | - Requires an exact match with the desired Account's Account Number - If Name and Account Number are both populated for an Account, both must be provided to correctly identify that Account - The desired Account must be active in Bill.com |
|
| Vendor Credit Line Item Account Name | No | No | 250 characters | - The Name of the Account that this line item is coded to - This line item defaults to an Expense line item if an account is provided |
- Requires an exact match with the desired Account's Name - If Name and Account Number are both populated for an Account, both must be provided to correctly identify that Account - The desired Account must be active in Bill.com |
|
| Vendor Credit Line Item Department Short Name | No | No | 40 characters | The Short Name of the Department that this line item is coded to, if supported by your accounting system and enabled in Bill.com | ||
| Vendor Credit Line Item Department Name | No | No | 100 characters | The Name of the Department that this line item is coded to, if supported by your accounting system and enabled in Bill.com | - Requires an exact match with the desired Department's Name - If Department Name and Department Short Name are both populated for a Department, both must be provided to correctly identify that Department - The desired Department must be active in Bill.com |
|
| Vendor Credit Line Item Location ID | No | No | 40 characters | The Location ID of the Location that this line item is coded to, if supported by your accounting system and enabled in Bill.com | - Requires an exact match with the desired Location's Location ID - If Location Name and Location ID are both populated for a Location, both must be provided to correctly identify that Location - The desired Location must be active in Bill.com |
|
| Vendor Credit Line Item Location Name | No | No | 100 characters | The Location Name of the Location that this line item is coded to, if supported by your accounting system and enabled in Bill.com | - Reqires an exact match with the desired Location's Location Name - If Location Name and Location ID are both populated for a Location, both must be provided to correctly identify that Location - The desired Location must be active in Bill.com |
|
| Vendor Credit Line Item Job Name | No | No | 100 characters | The Job Name of the Job that this line item is coded to, if supported by your accounting system and enabled in Bill.com | - Reqires an exact match with the desired Job's Job Name - If Job Name and Job ID are both populated for a Job, both must be provided to correctly identify that Job - The desired Job must be active in Bill.com |
|
| Vendor Credit Line Item Job ID | No | No | 40 characters | The Job ID of the Job that this line item is coded to, if supported by your accounting system and enabled in Bill.com | - Reqires an exact match with the desired Job's Job ID - If Job Name and Job ID are both populated for a Job, both must be provided to correctly identify that Job - The desired Job must be active in Bill.com |
|
| Vendor Credit Line Item Customer ID | No | No | 40 characters | The Customer ID of the Customer that this line item is coded to, if supported by your accounting system and enabled in Bill.com | - Requires an exact match with the desired Customer's ID - If Customer Name and Customer ID are both populated for a Customer, both must be provided to correctly identify that Customer - The desired Customer must be active in Bill.com |
|
| Vendor Credit Line Item Customer Name | No | No | 100 characters | The Customer Name of the Customer that this line item is coded to, if supported by your accounting system and enabled in Bill.com | - Requires an exact match with the desired Customer's Name - If Customer Name and Customer ID are both populated for a Customer, both must be provided to correctly identify that Customer - The desired Customer must be active in Bill.com |
|
| Vendor Credit Line Item Billable? | No | No | NA | Denotes whether this line item is billable to its coded customer | - Yes - No |
Requires an exact match with the accepted values |
| Vendor Credit Line Item Description | No | No | 4000 characters | The description of this line item | ||
| Vendor Credit Line Item Item Name | No | No | 100 characters | - The Name of the Item that this line item is coded to, if supported by your accounting system and enabled in Bill.com - If provided, the Type of this line item will be Item instead of Expense |
- Requires an exact match with the desired Item's Name - The desired Item must be active in Bill.com - If Name and Item ID are both populated for an Item, both must be provided to correctly identify that Item |
|
| Vendor Credit Line Item Item ID | No | No | - The Item ID of the Item that this line item is coded to, if supported by your accounting system and enabled in Bill.com - If provided, the Type of this line item will be Item instead of Expense |
- Requires an exact match with the desired Item's Item ID - The desired Item must be active in Bill.com - If Name and Item ID are both populated for an Item, both must be provided to correctly identify that Item |
||
| Vendor Credit Line Item Qty | No | No | NA | The quantity of items purchased in this line item | - Must be a number - Up to 5 decimal places supported |
|
| Vendor Credit Line Item Unit Cost | No | No | NA | The cost of one unit of this item | - Must be in the range of -9999999 to 9999999 - Does not support fractions of cents - If this is left blank, it will appear as blank; this is treated as $0.00 - Accepts values with or without a $; negative values must omit the $ |
|
| Vendor Credit Line Item Employee ID | No | No | 40 characters | The ID of the employee that this line item is coded to, if supported by your accounting system and enabled in Bill.com | - Requires an exact match with the desired Employee ID -The desired Employee must be active in Bill.com |
|
| Vendor Credit Line Item Class Name | No | No | 40 characters | The Name of the Class that this line item is coded to, if supported by your accounting system and enabled in Bill.com | - Reqires an exact match with the desired Class's Name - If Name and Class ID are both populated for a Class, both must be provided to correctly identify that Class - The desired Class must be active in Bill.com |
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| Vendor Credit Line Item Class ID | No | No | 40 characters | The Class ID of the Class that this line item is coded to, if supported by your accounting system and enabled in Bill.com | - Reqires an exact match with the desired Class's Class ID - If Name and Class ID are both populated for a Class, both must be provided to correctly identify that Class - The desired Class must be active in Bill.com |
Resources
Account Setup View all
Making Payments to your Vendor View all
Getting Paid by your Customer View all
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