VendScout

Moving to VendScout from another system or a spreadsheet? Owners and Admins can bulk-import customers (accounts and locations), contacts and machines from Settings > Data.

Import customers, contacts and assets

Select Undo import on the results screen to remove the records that import created. Undo doesn't reverse changes made with "Update existing".

Undo an import

Your data is yours. Owners and Admins can download everything as CSV files at any time.

Export your data

VS Support

Its your data! Moving data in and out of out platform is easy

Import/Export

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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