# Importing and Managing Payees (Vendors)
### **Abstract**
To process automated payments through *Charted*, businesses must first import their vendor/payee records from *NetSuite* into *Charted*. This step ensures that payment instructions, such as *ACH* or *Check* preferences, are properly associated with each payee and can be used to streamline outbound payments.
For example, a company that pays dozens or even hundreds of vendors every month will save time and reduce errors by importing existing *ACH* or *Check* information from *NetSuite* and automating vendor outreach through controlled email invitations.
This article provides administrators with step-by-step instructions for importing payees/vendors into *Charted* after permissions have been configured.
### **Importing Payees into** Charted
Before payment automation can function, vendors — referred to as *payees* — must be imported into the *Charted* system. In *NetSuite*, vendors are maintained as records, but *Charted* requires those records be duplicated internally so that it can manage their payment preferences and initiate outreach when necessary.
This process is foundational to enabling both *ACH* and *Check* payments, and needs to be completed once for each payee.
Begin the import process with the following steps:
1. Start by accessing the payee import options. Go to the **Settings** page, and click on the **Payees** tab:\
2. Next, initiate a new import by clicking on the **Import New Payees** button, which opens a page labeled **Select Vendors and Employees**:\
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**Note:** Since there is a source for potential confusion with the nomenclature, we reiterate that a *payee* in *Charted* is the same as a *vendor* in NetSuite. *Charted* duplicates vendor records from *NetSuite* to function within its own environment.
3. Next, begin selecting records by choosing vendors from the list shown. If your list is long, adjust visibility by selecting a preferred number of rows to display using the **Rows per page** dropdown menu (options include 10, 20, 50, and 100):
4. You can include existing *ACH* payment method information from *NetSuite* in the import by toggling **ON** the **Import Existing ACH Payment Methods** option in the **Advanced Import Options** section:
This ensures that any *ACH* information already stored in *NetSuite* are imported along with the vendor information during the import.
1. Note: All routing and account information for ACH must be included as a custom field in the vendor record. We recommend using CSV import to duplicate this information in the following custom fields:
5. If you’d also like to carry over existing check payment methods, toggle **ON** the **Import Existing Check Payment Methods** option:
6. Before importing, a payment method, you can check the **Import ACH Account** and **Import Check Address** columns to assess the completeness of your imported ACH / Check details:
It displays either **YES** or **No - Address Missing / Bank Details Missing** for each record, indicating whether that payment method information exists in the **NetSuite** vendor record. The import will still proceed, blank fields will be ignored.
7. By default, the import process sends an email invitation to each payee, prompting them to accept terms and input their payment details into *Charted*. If you want to prevent these emails from being sent, toggle **ON** the **Don’t Send Email Invites to Payees** option:
a. Note: To proceed with ACH, vendors must click the email to agree to terms and conditions. For check, vendors don't have to click this email.
8. When ready, select a vendor from the list and click the **Next** button to continue:\
### **Confirming and Submitting Payee Invitations**
Once the payee is selected, *Charted* provides an opportunity to define how the invitation email is presented. This includes choosing the originating business entity, which determines both the branding of the message and which *ACH* or *Check* settings are inherited.
Finalize the invitation process as follows:
1. Select the appropriate entity from the **Send From Business Entity** dropdown:\
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This defines how the sender's name appears in the email and aligns the payee with specific *ACH* and *Check* configurations linked to that entity.\
2. Then, complete the action by clicking the **Submit** button followed by the **Confirm** button:\
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This applies your import choices and initiates any related vendor communication.\
3. After completing the import, click on the **View Payees** button:\
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This displays the internal table where all imported records are stored and ready for further configuration or payment processing.\
This concludes the process for importing payees, confirming invitation settings, and reviewing imported records within *Charted*.
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