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:
Suppliers already using Supply’d and selling through the Supply’d Marketplace. These will have
status next to their names on the Suppliers list.
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 at add them manually.
👉 You can find more details on how to do this in the Adding Suppliers & Supplier Groups document.
In this document, we will guide you through the process of importing your suppliers in bulk into Supply’d.
Creating the Spreadsheet
Before importing custom suppliers to Supply'd you must first download the CSV template.
Click on Download Template
Click Download Template to get the template in a CSV file format that you’ll need to fill in with your supplier details.
The Export Custom Suppliers form will appear. From here, you can generate your CSV template, which provides the correct format and field structure needed to bulk import your suppliers into Supply’d.
Select the Data Source
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.
Complete the Fields
You can now use the sample data as a guide on how to complete the data.
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.
Company Name* [required field]
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.
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.
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, Days EOM (End of Month), Days EOW (End of Week), Pre-paid.
Account Number
An optional account number that you have with this supplier. This will show on purchase orders.
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.
Notes
Enter any notes about this supplier here. These are for internal reference only and will not be visible to the supplier.
Groups
Any Supplier Groups you would like to assign this supplier to.
Buyers Rep
The name of a representative for the supplier.
Importing the Custom Suppliers
Return to Import Form
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, as above, click the 3 dots in the top right, select Import > Suppliers.
The Import Suppliers form will open, providing the options to import your CSV file.
Choose the File
Under Upload CSV File, click Choose File and select the CSV 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
Click 
to upload your CSV file and add the suppliers into Supply’d.
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 be added from the Products page (see Adding & Updating Products) or from the Suppliers page. To add them from the Suppliers page, select the supplier, click on the Products tab, then either:
1 . Add Individually: Click on Add + and follow the instructions in the Adding & Updating Products document.
Bulk Import: Click on the 3 dots in the top right, select Import, the Products and follow the instructions in the Bulk Importing of Products document.
For more information on managing your suppliers, refer to the Managing Suppliers document.
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