Bulk Importing Suppliers
If you have a large number of suppliers to add it can be cumbersome adding them manually. To solve for this Supply'd allows you to add suppliers in bulk via a spreadsheet.
If you have a large number of suppliers to set up, Supply’d makes it easy with the Bulk Import feature. Adding a large number of suppliers doesn't need to take forever. Instead of adding each supplier manually, you can prepare a simple CSV file and upload it directly. This saves time, reduces data entry errors, and ensures all your suppliers are added quickly and consistently.
In Supply'd there are two types of Suppliers:
Supply'd Suppliers: Suppliers already using Supply’d and selling through the Supply’d Marketplace. These will have
status next to their names on the Suppliers list. Custom Suppliers: Suppliers not yet on Supply’d, and that you manually add to your account. These will have
next to their names.
If you only have a few custom suppliers to add you may find it more efficient to add them manually.
👉 See how to do this in the Adding Suppliers & Supplier Groups document.
In this document, we will guide you through the process of importing your custom suppliers in bulk into Supply’d.
Bulk Import/Add Custom Suppliers
Supply'd makes it easy to import a large number of suppliers 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 values correctly.
Select the Data Source
Select the Data Source to generate the template from.
Sample Data
If you haven’t added any custom suppliers yet, the only available option will be Sample Data. This provides a set of example data to help you understand how to complete the template.
Supply'd
If you already have custom suppliers added to Supply’d, you will see the Supply’d option, which allows you to export your existing custom suppliers into a template file. This is particularly useful if you want to make bulk updates to your existing custom suppliers.
Complete the Fields
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 Supplier Number fields blank for new records.
Complete the fields as follows:
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 suppliers with the sample data.
Supplier Number
The Supplier Number is the unique identifier of a supplier in Supply’d.
For existing suppliers: Enter the supplier's number to update it.
For new suppliers: Leave this tab blank so Supply’d can assign a new Supplier Number automatically.
This ensures Supply’d correctly matches updates to existing suppliers while preventing conflicts for new suppliers by letting the system generate a unique number.
Supplier Name* [required field]
Enter the trading name of the supplier you are adding.
Supplier Website
Add the supplier's website.
Description
Add brief description of the supplier's business.
Legal Name
Enter the supplier’s legal name, ie. the name registered with the business registry.
Supplier Business Number
Enter the supplier's business number (eg. their ABN or NZBN).
Currency
Enter the currency used to purchase from this supplier.
Conversion Rate
Minimum Order Spend
If your supplier requires a minimum spend, enter the dollar amount in this field. Supply’d will check orders against this amount to make sure the requirement is met.
Minimum Order Qty
If your supplier requires a minimum order quantity, enter that number in this field. This ensures Supply’d will flag any orders that don’t meet the requirement.
Colour
Assign a colour to the supplier for visual identification within Supply’d.
Colours can help you quickly distinguish between suppliers in lists or dashboards. This is optional and used for organisational purposes only.
Has Products
This field indicates whether products are already linked to the supplier.
Enter Yes if the supplier already has products associated with them in Supply’d.
Enter No if no products are currently linked.
This helps Supply’d understand how the supplier is set up and ensures product relationships are handled correctly during the import.
Has Orders
This field shows whether any orders already exist for the supplier.
Enter Yes if you have previously placed orders with this supplier.
Enter No if no orders exist.
This field is mainly informational and helps preserve historical order data when importing or updating suppliers.
Account Number
Enter an optional account number that you have with this supplier. This will show on purchase orders.
Buyer's Rep
Enter the name of a buyer's rep to assign to this supplier.
Payment Terms Duration
Enter the payment terms to apply to this suppliers invoices. Leave the payment term number blank to use the default term set in your supplier settings.
Payment Terms Period
Enter either Days, Days EOM, Days EOW, Pre-paid.
Notes
Enter any notes about this supplier here. These are for internal reference only and will not be visible to the supplier.
Groups
Enter the name of any Supplier Groups you would like to assign this supplier to.
Supplier Groups in Supply’d help you organise suppliers into categories, such as product type, location, or performance, making it easier to manage and find the right suppliers. Create a group, then assign suppliers to it when setting up or editing a supplier.
👉 See the Supplier Groups section of Adding Suppliers & Supplier Groups document for details on creating supplier groups.
Invoice Inbox
This field is automatically generated for each supplier to send their invoices, allowing them to be matched with received goods. It’s especially useful when using the Expense module. Simply share this email address with each supplier so they can email invoices, in PDF format, directly to your unique Invoice Inbox.
Location Fields
If you ticked Locations in the Fields section in Step 3, the following fields relate to supplier locations.
Supplier Number
The Supplier Number is the unique identifier of a supplier in Supply’d.
Supplier Name
Enter the trading name of the supplier.
Location ID
The unique identifier of a supplier location in Supply’d.
Leave blank for new locations.
Location Name
Enter a name for this location.
Address
Enter the supplier's street address.
Suburb
Enter the supplier's suburb.
State
Enter the supplier's states.
Postcode
Enter the supplier's postcode.
Country
Enter the supplier's country.
Enter the supplier's email address.
Is Billing
Enter Yes if this location is the billing address.
Is Shipping
Enter Yes if this location is a shipping address.
Next Call Date
Enter the next call date for this location.
Contact Fields
If you ticked Contacts in the Fields section in step 3, these fields relate to this.
Contact ID
The unique identifier of a supplier contact in Supply’d.
Leave blank for new contacts.
Supplier Number
The Supplier Number is the unique identifier of a supplier in Supply’d.
Supplier Name
Enter the trading name of the supplier.
Fitst Name
Enter the first name of the contact you are adding.
Last Name
Enter the last name /surname of the contact you are adding.
Role
Add the role or department of the contact, eg. Sales Rep, Accounts etc.
Is Default
If this is the default contact for the supplier, enter Yes.
Enter the contact's email address.
Phone
Enter a phone number for the contact.
Mobile Area
Add the country code for this contact's mobile number (eg. 61 for Australia).
Mobile Number
Add a mobile phone number for this contact.
Notifications
Specify the notifications this contact should receive:
Order Emails
Order SMS
Internal Notes
Enter any relevant internal notes about this contact. These notes are for internal reference only and are not visible to the contact or supplier.
Upload the File
After creating your import file, the next step is to upload it into Supply’d. To do this, return to the Import Supplier form.
On the Suppliers page, click on the 3 dots in the top right and select Import, then Supplier Data.
The Import Suppliers form will open.
Upload CSV File
Click on 
to select the CSV file from your device and upload it.
After selecting the file please ensure you wait for the file to successfully upload before clicking Import.
Select Options
Select the options to apply during the import.
Update Existing Suppliers
Select whether or not to update existing suppliers in Supply'd.
Yes: Select "Yes" if you want existing suppliers to be updated.
No: Select this option if you want existing suppliers to be ignored.
Selecting "Yes" is useful to bulk update suppliers in Supply'd.
👉 Once imported, suppliers can be managed as outlined in the Managing Suppliers document.
After adding your custom supplier, you may want to add or import their products.
Refer to the relevant documentation for guidance on how to do this:
Adding & Updating Products – Learn how to add products one at a time to a supplier.
Bulk Importing of Products – Use a CSV file to import multiple products at once.
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