Bulk Import of suppliers

To import suppliers, go to GLOBAL SETTINGS > Import/Export > SUPPLIERS > IMPORT.

Click on the Template CSV file with column headers here link and add or copy your supplier data into the spreadsheet. Note that only the required fields identified (with reqd at the end) in the template need to include data, the rest may remain blank if the information is not available:

Supplier Headings

The Supplier import/export provides the ability to set the following columns in the CSV file:

Column	Comments
Code	Required. Up to 10 characters. Cannot contain spaces and special characters. E.g. ABC123
Supplier Name	Required
Country	Required. Full name of a country that has already been added to the list of Countries
Postal Address Fields	Although the Postal Address is a single multi-line field in the user interface, the Supplier file format supports five address fields including a Phone field: Address 1, Address 2 Address City, Address Postcode, Phone

After you complete and save the spreadsheet, click Choose File and browse to the template file you have created. At this point, you will have the option to import the file:

If there are format or data errors, these will be listed by spreadsheet row number. Once corrections have been made, import the file again. When the import finishes, a message will show if it was successful. The supplier list may be viewed by clicking Suppliers under GLOBAL SETTINGS.

You can also export suppliers. Click Export All Supplier Records on the BULK DATA IMPORT/EXPORT screen. Modify the existing suppliers information or add new suppliers, then follow the steps above to import the suppliers.

Note: If any data has leading zeroes, such as supplier codes do not open the exported csv file directly in Excel, as it will strip the zeroes, thinking they are numbers. Instead, import as a text file into Excel, and specify the relevant column as text.