Bulk Importing of Customers
Bulk importing customers in Supply’d saves time, ensures accuracy, and reduces manual errors, streamlining customer management.
Bulk importing customers in Supply’d allows you to quickly add or update multiple customer records at once, saving time compared to entering them individually. This feature is especially useful for onboarding large numbers of customers, updating contact details, or applying consistent settings and pricing across groups. By using a structured spreadsheet, you can ensure that all customer information - such as names, addresses, contact details, and account settings - is accurately and efficiently uploaded into the system, helping you maintain organised records and streamline your sales and customer management processes.
There are 2 ways to add customers to Supply'd:
Add customers one to Supply'd at a time.
Bulk import customers to Supply'd from 3 CSV templates.
👉 See the Adding Customers, Leads & Customer Groups document for instructions on how to add customers one at a time.
This document will take you through the steps to bulk import customers.
Bulk Import/Add Customers
Supply’d makes it easy to import large numbers of customers from a spreadsheet. To ensure accurate data import, you need to use three specific templates:
Bulk Importing of Customers - Information such as the customer's name, logo, website, ABN, payment terms and methods, and sales rep.
Bulk Importing of Customers - Details about the customer's location.
Bulk Importing of Customers - Contact details for the customer.
Select Sample Data
In the Export Customers form, select Sample Data from the Data Source drop-down menu.
If you have already started adding customers to Supply'd, selecting Supply'd from the Data Source drop-down menu will export all your existing customers in Supply'd in the template format. This is particularly useful if you want to bulk update the customer list with additional information.
Select the Fields
Select the type of data would you like to include in the export by ticking the relevant boxes.
The more selections you make in the Fields section, the more data fields will be included in the spreadsheet. For clarity, we will break these down into sections in the next steps. However, the order of fields on the spreadsheet may vary slightly, as some selections share the same fields, such as Customer Name.
Complete the Template
Open the template in a spreadsheet application, such as Excel or Numbers, and fill in the required information, using the downloaded data as a guide.
Follow the column headings carefully.
Do not change column names.
Leave Customer Number fields blank for new records.
Delete any sample data before importing.
Complete the template by following the instructions provided in each tab - Customers, Locations and Contacts. Make sure to click through all the tabs for each set of details you want to import, as each tab contains specific fields and examples needed to complete the template correctly.
Important: The title row should remain in the document in order for the system to match the columns when imported. You should remove the sample data before importing otherwise the system will create custom customers with the sample data.
Customers
Customer Number
A unique identification number for this customer. Leave blank for new customers.
Customer Name
The trading name of your customer's business.
Customer Logo
The customer's company logo.
Customer Website
The customer's company/business website address. If they don't have a website you can use a Facebook or Instagram URL.
Is Lead
Whether or not this is a lead customer (a potential customer, not yet actively ordering). Enter "Yes" or "No".
Account Number
An optional account number for this customer.
ABN
The customer's company ABN.
Groups
Any customer Groups you would like to assign to this customer, separating multiple groups with commas if needed.
The group names should be comma separated and match the EXACT name of the group in Supply'd.
👉 See the Adding Customers, Leads & Customer Groups document for more information on Customer Groups.
Payment Terms Duration
Enter the payment terms to apply to this customer's invoices. Leave blank to use the default terms set in your Customer Settings.
Payment Term Period
Specify the term period. This will be either:
Days
Days EOM (End of Month)
Days EOW (End of Week)
Pre-Paid
Credit Limit
The credit limit for this customer.
Accept Credit Cards
Whether or not you accept credit card payments from this customer. Enter "Yes" or "No".
Accept Invoice Payments
Whether or not you accept invoice payments from this customer.
Accept COD Payments
Whether or not you accept COD (cash on delivery) payments from this customer.
Shipping Zones
Set specific Shipping Zones that are allowed for this customer. Leave blank to not restrict zones.
The zone names should be comma separated and match the EXACT name of the zone in Supply'd.
👉 See the Shipping Settings document for more information on Shipping Zones.
Sales Rep
Assign a sales representative to this customer.
Internal Notes
Enter any notes about this customer. These are for internal reference only and are not visible to the customer
Custom - Test
Any custom field data for this customer.
👉 See Customer > Custom Fields for information on adding these.
Next Call Date
The next date for a sales rep visit or call to this customer.
Purchase Order Inbox
Automatically created inbox for each customer, allowing them to send their purchase orders directly to it. This inbox can be shared with the customer to streamline order processing.
Leave blank for new customers.
Make sure the titles are left as is and not edited to prevent issues importing.
Double-check that all required fields are filled out correctly before uploading.
Locations
Customer Number
The unique identification number for this customer.
Customer Name
The trading name of your customer's business.
Id
An identifying number for this location. Leave blank for new locations.
Name
Enter a name for this location.
Address
Enter the customer's street address.
Suburb
Enter the customer's suburb.
State
Enter the customer's state.
Postcode
Enter the customer's postcode.
Country
Enter the customer's country.
Enter the customer's email address.
Is Billing
Whether or not this is the address for billing. Enter "Yes" or "No".
Is Shipping
Whether or not this is the address for shipping. Enter "Yes" or "No".
Next Call Date
Enter the next date for a sales rep visit or call to this customer.
This information can also be exported separately by clicking on the 3 dots in the top right of the Customers page and selecting Import > Locations, then following the steps above.
You will need to have set up your customers before doing so.
Contacts
Contact Id
An identifying number for this contact. Leave blank for new contacts.
Customer Number
Enter the unique identification number for this customer.
Customer Name
Enter the trading name of your customer's business.
First Name
Enter the first name of a representative/contact for the customer's business/company.
Last Name
Enter the last name/surname of a representative/contact for the customer's business/company.
Role
Enter the role of this contact within the company, eg. accounts, owner, buyer etc.
Add a contact email for the customer.
Phone
Add a phone number for the contact.
Mobile
Enter a mobile phone number for the contact.
Mobile Area
Add the country calling code, eg. +61 for Australia.
Locations
Enter the locations this contact is responsible for.
Notifications
Enter the type of notifications sent to this contact, separating multiple types with commas if needed:
Order Emails
Invoice Emails
Recall SMS
Delivery SMS
Recall Emails
Delivery Emails
Internal Notes
Add any notes about this contact. For internal reference only. This is not visible to customers.
This information can also be exported separately by clicking on the 3 dots in the top right of the Customers page and selecting Import > Contacts, then following the steps above.
Make sure your customers are set up in the system beforehand.
Importing the Files
Once you've completed and saved your customer data template, you’re ready to import it into Supply’d.
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