> For the complete documentation index, see [llms.txt](https://help.supplyd.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.supplyd.co/supplyd-erp/customers/bulk-importing-of-customers.md).
# Bulk Importing of Customers
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:
1. Add customers one to Supply'd at a time.
2. Bulk import customers to Supply'd from 3 CSV templates.
{% hint style="success" %}
👉 See the [Adding Customers, Leads & Customer Groups](/supplyd-erp/customers/adding-customers-leads-and-customer-groups.md) document for instructions on how to add customers one at a time.
{% endhint %}
This document will take you through the steps to bulk import customers.
* [#bulk-import-add-customers](#bulk-import-add-customers "mention")
* [#importing-the-files](#importing-the-files "mention")
***
## **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](#customer-data "mention") - Information such as the customer's name, logo, website, ABN, payment terms and methods, and sales rep.
* [#customer-locations](#customer-locations "mention") - Details about the customer's location.
* [#customer-contacts](#customer-contacts "mention") - Contact details for the customer.
{% stepper %}
{% step %}
#### Open the Customers Page
Select **Customers** from the main menu.
***
{% endstep %}
{% step %}
#### Open the Import Customers Form
Click on the 3 dots in the top right of the page and select **Import > Customers**.
The **Import Customers** form will open.
***
{% endstep %}
{% step %}
#### Download Template
Click on the **Download the template** link to get our base template, which contains sample customer details for your guidance.
The **Export Customers** form will open.
***
{% endstep %}
{% step %}
#### Select Sample Data
In the **Export Customers** form, select **Sample Data** from the **Data Source** drop-down menu.
{% hint style="success" %}
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.
{% endhint %}
***
{% endstep %}
{% step %}
#### Select the Fields
Select the type of data would you like to include in the export by ticking the relevant boxes.
{% hint style="info" %}
The more selections you make in the **Fields** section, the more data fields will be included in the spreadsheet. For clarity, we will break these down into sections in the next steps. However, the order of fields on the spreadsheet may vary slightly, as some selections share the same fields, such as Customer Name.
{% endhint %}
***
{% endstep %}
{% step %}
#### Download the Template
Click to save the template to your computer.
***
{% endstep %}
{% step %}
#### Complete the Template
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.
{% hint style="warning" %}
* Follow the column headings carefully.
* Do not change column names.
* Leave **Customer Number** fields blank for new records.
* Delete any sample data before importing.
{% endhint %}
Complete the template by following the instructions provided in each tab - **Customers**, **Locations** and **Contacts**. Make sure to click through all the tabs for each set of details you want to import, as each tab contains specific fields and examples needed to complete the template correctly.
{% hint style="danger" %}
**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 customers with the sample data.
{% endhint %}
{% tabs %}
{% tab title="Customers" %}
#### Customers
**Customer Number**
A unique identification number for this customer. Leave blank for new customers.
**Customer Name**
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). Enter "Yes" or "No".
**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, separating multiple groups with commas if needed.
{% hint style="warning" %}
The group names should be comma separated and match the EXACT name of the group in Supply'd.
{% endhint %}
{% hint style="success" %}
👉 See the [Adding Customers, Leads & Customer Groups](/supplyd-erp/customers/adding-customers-leads-and-customer-groups.md) document for more information on **Customer Groups**.
{% endhint %}
**Payment Terms Duration**
Enter the payment terms to apply to this customer's invoices. Leave blank to use the default terms set in your [Customer Settings](/supplyd-erp/settings/customer-settings.md).
**Payment Term Period**
Specify the term period, either:
* **Days**
* **Days EOM** (End of Month)
* **Days EOW** (End of Week)
* **Pre-Paid**
**Credit Limit**
The credit limit for this customer.
**Accept Credit Cards**
Whether or not you accept credit card payments from this customer. Enter "Yes" or "No".
**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.
{% hint style="warning" %}
The zone names should be comma separated and match the EXACT name of the zone in Supply'd.
{% endhint %}
{% hint style="success" %}
👉 See the [Shipping Settings](/supplyd-erp/settings/shipping-settings.md) document for more information on **Shipping Zones**.
{% endhint %}
**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 > [Customer Settings](/supplyd-erp/settings/customer-settings.md#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.
Leave blank for new customers.
{% hint style="warning" %}
Make sure the titles are left as is and not edited to prevent issues importing.
{% endhint %}
{% hint style="success" %}
Double-check that all required fields are filled out correctly before uploading.
{% endhint %}
{% endtab %}
{% tab title="Locations" %}
#### Locations
**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. Leave blank for new locations.
**Name**
Enter a name for this location.
**Address**
Enter the customer's street address.
**Suburb**
Enter the customer's suburb.
**State**
Enter the customer's state.
**Postcode**
Enter the customer's postcode.
**Country**
Enter the customer's country.
**Email**
Enter the customer's email address.
**Is Billing**
Whether or not this is the address for billing. Enter "Yes" or "No".
**Is Shipping**
Whether or not this is the address for shipping. Enter "Yes" or "No".
**Next Call Date**
Enter the next date for a sales rep visit or call to this customer.
{% hint style="success" %}
This information can also be exported separately by clicking on the 3 dots in the top right of the **Customers** page and selecting **Import > Locations**, then following the steps above.
You will need to have set up your customers before doing so.\
{% endhint %}
{% endtab %}
{% tab title="Contacts" %}
#### Contacts
**Contact Id**
An identifying number for this contact. Leave blank for new contacts.
**Customer Number**
Enter the unique identification number for this customer.
**Customer Name**
Enter the trading name of your customer's business.
**First Name**
Enter the first name of a representative/contact for the customer's business/company.
**Last Name**
Enter the last name/surname of a representative/contact for the customer's business/company.
**Role**
Enter the role of this contact within the company, eg. accounts, owner, buyer etc.
**Email**
Add a contact email for the customer.
**Phone**
Add a phone number for the contact.
**Mobile**
Enter a mobile phone number for the contact.
**Mobile Area**
Add the country calling code, eg. +61 for Australia.
**Locations**
Enter the locations this contact is responsible for.
**Notifications**
Enter the type of notifications sent to this contact, separating multiple types with commas if needed:
* Order Emails
* Invoice Emails
* Recall SMS
* Delivery SMS
* Recall Emails
* Delivery Emails
**Internal Notes**
Add any notes about this contact. For internal reference only. This is not visible to customers.
{% hint style="success" %}
This information can also be exported separately by clicking on the 3 dots in the top right of the **Customers** page and selecting **Import > Contacts**, then following the steps above.
Make sure your customers are set up in the system beforehand.
{% endhint %}
{% endtab %}
{% endtabs %}
{% endstep %}
{% endstepper %}
***
## Importing the Files
Once you've completed and saved your customer data template, you’re ready to import it into Supply’d.
{% stepper %}
{% step %}
#### Save Your File
Save/export your completed spreadsheet as a **CSV** file.
***
{% endstep %}
{% step %}
#### Open the Import Customers Form
On the **Customers** page, click on the 3 dots in the top right corner and select **Import > Customers**.
The **Import Customers** form will open.
***
{% endstep %}
{% step %}
#### Select the File
Click on **Choose File** to select the file from your computer.
***
{% endstep %}
{% step %}
#### Update Existing Customers
If you exported existing customers in the steps above and have made updates to their information, selecting **Yes** from the **Update Existing Customers** menu will apply those changes to their records in Supply’d.
***
{% endstep %}
{% step %}
#### Upload Your File
Click to begin the upload process.
{% hint style="success" %}
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.
{% endhint %}
{% endstep %}
{% endstepper %}
---
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