Vendor directoryorganized cleanly.
Organize your vendor information with standardized data. Import vendor names, contacts, payment terms, categories, and compliance details in one CSV ready for AP management.
AP Vendor Directory
Try the template with up to 3 vendors
What You'll Collect
Vendor Name
StringThe person's name for identification and communication.
Vendor ID
StringKept as text, so leading zeros and long numbers stay exactly as entered. Each value must be unique.
Contact Person
StringFree text, exported as the “Contact Person” column.
Email Address
EmailEmail address for contact, communication, and account recovery.
Phone Number
PhoneAny common layout, like (555) 123-4567, +44 20 7946 0958 or with ext. 89. Letters and numbers with fewer than 7 or more than 15 digits are flagged.
Payment Terms
EnumChoose one of: Net 30, Net 60, Net 90, COD, Prepayment.
Category
StringFree text, exported as the “Category” column.
Status
EnumChoose one of: Active, Inactive, On Hold.
Need to manage more vendors?
Build your complete vendor database.
The free template is limited to three vendors so you can try the workflow. Create your own Import Builder form when you need to manage your complete vendor directory and AP processes.
Create your own formUp to 1,000 vendors
Manage your complete vendor directory with support for large supplier networks.
Custom vendor categories
Organize vendors by type, region, or service category.
Payment terms management
Track discount terms, payment methods, and negotiated rates.
Compliance tracking
Maintain W-9 forms, certifications, and tax ID information.
How it works
Build your vendor directory in three steps.
01
Gather
Collect vendor information including contact details and payment terms.
02
Organize
Categorize vendors and standardize payment and compliance information.
03
Import
Download the CSV and import it into your accounting or ERP system.
Why use a form?
Vendor data is scattered and difficult to standardize.
Vendor information often lives in multiple systems, spreadsheets, and email threads, making it difficult to maintain accurate contact details, payment terms, and compliance records.
A structured form with validation ensures your vendor data is complete, consistent, and ready for AP management and payment processing.
Outdated contact information
Keep vendor contacts current to avoid payment delays and lost invoices.
Inconsistent payment terms
Standardize payment terms to ensure accurate invoice processing.
Missing tax and compliance data
Maintain required tax IDs, W-9 forms, and certifications for compliance.
AP Vendor Directory Template
Create a centralized vendor management system
A well-organized vendor directory is critical for efficient accounts payable operations. This template helps you create a centralized database of vendor information with standardized contact details, payment terms, and compliance records.
Instead of managing vendor information across multiple spreadsheets and systems, use this form to gather all vendor details in one place with consistent formatting. Each vendor gets a name, contact information, payment terms, category, and tax ID.
When you're finished, download the CSV and import it into your accounting system, ERP platform, or vendor management software. The standardized format ensures all teams have access to the same vendor information.
If you need more vendor fields, your own payment term options, or more than three rows, create your own Import Builder form with the extra fields, dropdown options, and validation rules your AP team uses.
Need a custom vendor directory form?
Create a custom Import Builder form with your own vendor fields, categories, and validation rules.
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