Bulk Importing of Customers
Bulk importing customers in Supply’d saves time, ensures accuracy, and reduces manual errors, streamlining customer management.
Last updated
Bulk importing customers in Supply’d saves time, ensures accuracy, and reduces manual errors, streamlining customer management.
Last updated
There are 2 ways to add customers to Supply'd:
Manually add customers to Supply'd (see the Adding Customers & Customer Groups document for instructions on how to do this.)
Bulk import customers to Supply'd from a CSV template.
This document will take you through the steps to bulk import customers.
Supply'd makes it easy to import large numbers of customers from a spreadsheet. There is a specific template you will need to follow to do so in order to allow Supply'd to import the details correctly.
To start and import or to get the template to bulk add customers to Supply'd, select Customers from the main menu, then click on the 3 dots in the top right-hand corner, and select Import Customers from the menu. The Import Customers form will open.
Click on Download Template to download our base template containing some sample customers for your guidance. You can open the downloaded template in any spreadsheet application such as Excel or Numbers. You should remove the sample customers from the file before importing to Supply'd.
If you have already started adding customers to Supply'd you will also be given the option to Export Customers, this 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.
Fill out the template using the guidance below:
The trading name of your customer's business.
The first name of a representative/contact for the customer's business/company.
The last name/surname of a representative/contact for the customer's business/company.
A contact email for the customer.
The country calling code, eg. +61 for Australia.
A contact mobile phone number for the customer.
A contact phone number for the customer, eg. a business landline.
The customer's company ABN.
The customer's company/business website address. If they don't have a website you can use a Facebook or Instagram URL.
The customer's street address for billing.
The customer's suburb for billing.
The customer's state for billing.
The customer's postcode for billing.
Enter the payment terms to apply to this customer's invoices. Leave blank to use the default terms set in your supplier settings.
Specify the term period. This will be Days or Days EOM.
An optional account number for this customer.
*Field REMOVED* will be ignored.
Any notes about this customer. For internal reference only. This is not visible to customers.
Set specific Shipping Zones that are allowed for this customer. Leave blank to not restrict zones. (See the Shipping Zones & Rules document for more information on this).
Any customer Groups you would like to assign to this customer (see the Adding Customers & Customer Groups document for more information on Customer Groups).
Assign a sales representative to this customer.
Make sure the titles are left as is and not edited to prevent issues importing.
To import the file, save/export as a CSV then in Supply'd select Customers from the main menu, then click on the 3 dots in the top right-hand corner, and select Import Customers from the menu. The Import Customers form will open. Upload the file and set whether or not you would like to update existing customers if a match is found and click Import.
After importing an email will be sent to your email with a report showing how many were successfully added/edited or failed. A CSV will be attached with specific details of which were added/edited or failed and why.
Multiple contacts and location cannot be added against the one customer using the bulk import, these need to be added manually (see the Adding Customers & Customer Groups document for more information).
