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:
Customer Data - Information such as the customer's name, logo, website, ABN, payment terms and methods, and sales rep.
Customer Locations - Details about the customer's location.
Customer Contacts - Contact details for the customer.
Customer Data
To begin an import or download the bulk import templates:
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.
Add the Details
Fill out the template using the guidelines below:
Customer Number
A unique identification number for this customer.
Customer Number
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).
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
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 supplier settings.
Payment Term Period
Specify the term period. This will be Days or Days EOM.
Credit Limit
The credit limit for this customer.
Accept Credit Cards
Whether or not you accept credit card payments from this customer.
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 Zones & Rules 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.
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.
Customer Locations
Select Sample Data
In the Export Customer Locations form, select Sample Data from the Data Source drop-down menu.
If you have already started adding customer locations to Supply'd, selecting Supply'd from the Data Source drop-down menu will export all your existing customer locations in Supply'd in the template format. This is particularly useful if you want to bulk update the customer list with additional information.
Open the Template & Add the Details
Open the template and complete the fields using the guidelines below:
Important: Remove all sample customer records before importing your own data into Supply’d
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.
Name
A name for this location.
Address
The customer's street address.
Suburb
The customer's suburb.
State
The customer's state.
Postcode
The customer's postcode.
Country
The customer's country.
The customer's email address.
Is Billing
Whether or not this is the address for billing.
Is Shipping
Whether or not this is the address for shipping.
Next Call Date
The next date for a sales rep visit or call to this customer.
Customer Contacts
Select Sample Data
In the Export Customer Locations form, select Sample Data from the Data Source drop-down menu.
If you have already started adding customer contacts to Supply'd, selecting Supply'd from the Data Source drop-down menu will export all your existing customer contacts in Supply'd in the template format. This is particularly useful if you want to bulk update the customer list with additional information.
Open the Template & Add the Details
Open the template and complete the fields using the guidelines below:
Important: Remove all sample customer records before importing your own data into Supply’d
Contact Id
An identifying number for this contact.
Customer Number
The unique identification number for this customer.
Customer Name
The trading name of your customer's business.
First Name
The first name of a representative/contact for the customer's business/company.
Last Name
The last name/surname of a representative/contact for the customer's business/company.
Role
The role of this contact within the company, eg. accounts, owner, buyer etc.
A contact email for the customer.
Phone
A phone number for the contact.
Mobile
A mobile phone number for the contact.
Mobile Area
The country calling code, eg. +61 for Australia.
Locations
The locations this contact is responsible for.
Notifications
The type of notifications sent to this contact:
Order Emails
Invoice Emails
Recall SMS
Delivery SMS
Recall Emails
Delivery Emails
Internal Notes
Any notes about this contact. For internal reference only. This is not visible to customers.
Importing the Files
Once you've completed and saved your customer data template, you’re ready to import it into Supply’d.
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.
Last updated