Overview
Vendors are external partners tied to your campaigns. You can manage them individually or upload a full list for convenience.
📤 Upload a Vendor List in Bulk
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Go to Organization Settings > Lists > Vendor List.
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Click Download .csv template.
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Fill in the Vendor Name (and optionally, Tactic Vendor Number).
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Click Upload New List to import your file.
➕ Add a Vendor Manually
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Click Add New Vendor.
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Type the vendor name.
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Hit Enter.
📥 Download Current Vendor List
Once vendors are added, click Download Current List to export them in .csv format.
🗑️ Remove a Vendor
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Hover over a vendor and click the delete icon.
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Confirm deletion in the dialog.
⚠️ Vendors used in events or reports cannot be deleted.