---
title: Vendor Custom Fields & Imports
description: Setting Up Vendor Custom Fields in Occupier
---

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# Vendor Custom Fields & Imports

## Setting Up Vendor Custom Fields in Occupier

Custom fields allow you to track additional data that’s unique to your organization. With Occupier, you can easily create and manage **Vendor-specific custom fields**—making it simple to import and manage the data that matters most to you.

---

### Steps to Create Vendor Custom Fields

#### **Step 1:** Go to **Settings**

Click on your **profile icon** in the top right corner of the app, then select **Settings** from the dropdown.![](https://help.occupier.com/hs-fs/hubfs/undefined-May-22-2024-04-41-19-5964-PM.png?width=688&height=392&name=undefined-May-22-2024-04-41-19-5964-PM.png)

#### **Step 2:** Open the **Custom Fields** Tab

In the left-hand menu, click on **Custom Fields**.

![](https://help.occupier.com/hs-fs/hubfs/undefined-May-22-2024-04-41-15-8504-PM.webp?width=688&height=391&name=undefined-May-22-2024-04-41-15-8504-PM.webp)

#### **Step 3:** Select the **Vendor** Tab

At the top of the page, choose **Vendors** to view and manage custom fields related to your vendor records.

![Screenshot 2025-04-10 at 3.45.29 PM](https://help.occupier.com/hs-fs/hubfs/Screenshot%202025-04-10%20at%203.45.29%20PM.png?width=688&height=303&name=Screenshot%202025-04-10%20at%203.45.29%20PM.png)

#### **Step 4:** Click **Add Custom Field**

On the right-hand side, click the **Add Custom Field** button.

![Screenshot 2025-04-10 at 3.46.07 PM](https://help.occupier.com/hs-fs/hubfs/Screenshot%202025-04-10%20at%203.46.07%20PM.png?width=688&height=412&name=Screenshot%202025-04-10%20at%203.46.07%20PM.png)

#### **Step 5:** Choose Your Field Type

Select the type of field you'd like to add—such as text, number, date, single-select, multi-select, or long text. 

![Screenshot 2025-04-10 at 3.47.28 PM](https://help.occupier.com/hs-fs/hubfs/Screenshot%202025-04-10%20at%203.47.28%20PM.png?width=688&height=351&name=Screenshot%202025-04-10%20at%203.47.28%20PM.png)

#### **Step 6:** Customize and Save

Name your field, set your preferences, and click **Submit** to save.  
![Screenshot 2025-04-10 at 3.50.07 PM](https://help.occupier.com/hs-fs/hubfs/Screenshot%202025-04-10%20at%203.50.07%20PM.png?width=688&height=410&name=Screenshot%202025-04-10%20at%203.50.07%20PM.png)

---

#### Where Vendor Custom Fields Appear

Once created, your custom vendor fields will be visible on each **Vendor record** and in the **Vendor Table**. You can update values by clicking the three dots and the pencil **edit** icon.

![Screenshot 2025-04-10 at 3.50.29 PM](https://help.occupier.com/hs-fs/hubfs/Screenshot%202025-04-10%20at%203.50.29%20PM.png?width=688&height=338&name=Screenshot%202025-04-10%20at%203.50.29%20PM.png)

---

### Importing Vendor Custom Data

When importing vendors into Occupier, your CSV file will include the following **standard fields** by default:

- **Vendor Name**
- **Vendor Code**
- **Vendor Address**

If you want to include **custom vendor fields** in your import, here’s what you need to know:

### Set Up Custom Fields First

Before importing, custom vendor fields **must be created** in your Occupier account.

Once your custom fields are set up:

- The **corresponding columns** will automatically appear on the Vendor CSV template you download from your settings.
- You can then populate these fields in your import file.

### Important Notes for Custom Field Imports

- **Single Select & Multi-Select Fields**  
  You can only import values that already exist in your field settings.
  
  > Example: If your field options are “Plumbing,” “HVAC,” and “Electrical,” you can’t import “Landscaping” unless it’s first added as an option.
- **Multi-Select Format**  
  For multi-select fields, enter each value on a **new line** within the cell.
  
  ```
  Plumbing   HVAC
  ```

Be sure to double-check for formatting, blank spaces, spelling, or value mismatches to avoid import errors.

---

#### Custom Fields Import Common Errors to Avoid

Here are a few tips to help ensure smooth imports and data entry for your vendor custom fields:

- **Invalid option in select field**
  
  > *Error: "Select field has an invalid option: X"*  
  > Fix: Add “X” as a valid option for that field in your Custom Fields settings.
- **Non-numeric value in a number field**
  
  > *Error: "Numeric field must be numeric"*  
  > Fix: Use number formats like `123` or `123.45`
- **Incorrect date format**
  
  > *Error: "Date field must be a valid date (YYYY-MM-DD)"*  
  > Fix: Format all dates as `YYYY-MM-DD`
- **Incorrect multi-select format**
  
  > *Error: "Multi-select values must be entered with new lines"*  
  > Fix: Each option should be on its own line:
  
  ```
  Option A  Option B  
  ```

Click here to learn more about [Importing Vendors into Lease Administration](https://help.occupier.com/knowledge/how-do-i-import-vendors-into-lease-administration?hsLang=en)

 

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