Many companies transition to Airbase from systems like Bill.com because of Airbase’s ability to manage all spend types — bill payments, corporate cards, and employee expense reimbursements — in one system. One key question customers ask is, how do they get their vendors moved over to Airbase? This document details the two approaches available for you to import your vendors. Our team of onboarding experts is in place to help you make the best decision and get you up and running quickly with minimal effort on your part. This service is included with your implementation of any paid package.
Overview: With this approach, a standard data export must be available from your existing system (i.e., Bill.com, GL system, etc.). In this case, the data transferred to Airbase will be as good (or as bad) as the data you have in your current system. For example, vendor payment information will transfer over, but any misspelled vendor names will also be transferred over.
If you choose this approach, you’ll need to decide whether or not you want to invite your vendors to the Airbase vendor portal. The vendor portal allows vendors to input important payment information, upload contracts and tax documents, and track payments — saving you time. If you want to invite your vendors to the Airbase vendor portal, the following steps will be taken:
If you decide not to invite vendors into the Airbase Vendor Portal, the following process will be taken:
Pros and Cons:
Overview: With this approach, you’ll request (and pay for) the data export directly from Bill.com. The process and fees required to request the data are outlined here. Once you receive the data export from Bill.com, you’ll need to follow these steps:
Pros and Cons: