Importing Suppliers
If you have a large number of custom suppliers to add it can be cumbersome adding them manually. To solve for this we allow you to add custom suppliers in bulk via a spreadsheet.
Adding a large number of custom suppliers doesn't need to take forever. In this document we will walk you through how to create a spreadsheet to import custom supplier in bulk. We will cover the below topics:
If you only have a few custom suppliers to add you may find it more efficient at add them manually. You will find more details on how to do this at in the Adding Suppliers & Supplier Groups document.
Creating the Spreadsheet
Before importing custom suppliers to Supply'd you must first download the CSV template.
To download the template select Suppliers from the main menu.
Click the 3 dots in the top right, select Import then Suppliers.
If you already have custom suppliers added to Supply'd you can select Export then Suppliers to go directly to the export screen.
An overlay will appear to import suppliers. On this screen click on Download Template.
A new overlay will appear to generate your template.
On this screen you can choose the Data Source to generate the template from. If you don't have any custom suppliers in Supply'd your only option will be Sample Data.
If you already have custom suppliers you will see the option Supply'd which will export your existing custom suppliers in a template file. This is particularly useful if you would like to update existing custom suppliers in bulk.
After choosing an option click EXPORT and a file will be generated and downloaded to your computer.
Open the CSV file in Excel, Numbers or any other spreadsheet editing software.
You can now use the sample data as a guide on how import your custom suppliers. Complete the fields as follows:
Company Name* [Required]
The company name of the supplier you are adding.
First Name
The first name of a representative/contact of the supplier.
Last Name
The last name of a representative/contact of the supplier.
Role/Department
The role or department of the contact, eg. Sales Rep, Accounts etc.
Email
The email address for the contact.
Mobile Area
Country phone code. Default is 61 for Australia.
Mobile Number
A mobile number for the contact.
Phone
A phone number for this contact.
ABN
The supplier's ABN.
Website
The supplier's website.
Address
The supplier's street address.
Suburb
The supplier's suburb.
State
The supplier's state. Select from the drop-down menu.
Postcode
The supplier's postcode.
Payment Term Days
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 Term Period
Enter either Days or Days EOM (End of Month).
Account Number
An optional account number that you have with this supplier. This will show on purchase orders.
Notes
Any notes about this supplier. For internal reference only, this is not visible to suppliers.
Groups
Any Supplier Groups you would like to assign this supplier to.
Buyers Rep
The name of a representative for the supplier.
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.
Export or save the file as a CSV ready for import.
Importing the Custom Suppliers
After creating our import file we next need to import the file to Supply'd. To do this we need to return the import screen. If you still have the export overlay open you can go back to the import page by clicking the BACK button.
If you do not have this screen open go to Suppliers then in the top right click the 3 dots, select Import, then Suppliers.
As above, an overlay will open with the options to import the file.
Upload CSV File [required]
Coose the file you created in the previous section to upload into Supply'd.
Update Existing Suppliers
If you are adding a file that contain existing custom suppliers, choose Yes to update the suppliers with the new details in the file. Choose Skip to ignore any existing suppliers in the list.
Click IMPORT to upload and import the file.
After importing the custom suppliers should appear in your list immediately. If they are missing they may have been unsuccessful when importing.
Once the import is complete you will receive an email with a summary of successful or failed rows from the file. You can download the attached document to review any errors in detail.
Any suppliers in your list that match an existing supplier in Supply'd will be ignored. You can either find this supplier in the marketplace, or if you are unable to find them, you can manually add them to Supply'd by following the instructions on the Adding Suppliers & Supplier Groups document.
Adding Supplier Products
After adding your custom supplier you may want to add or import their products.
Products can also be added from the Suppliers page. Select the supplier, click on the Products tab, then either:
1 . Click on Add + and follow the instructions in the Adding & Updating Products document.
Click on the 3 dots in the top right, select Import, the Products and follow the instructions in the Bulk Importing of Products document.
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