Adding Customers in Bulk

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:

1. Add customers one to Supply'd at a time.

2. Bulk import customers to Supply'd from 3 CSV templates.

👉 See the Adding a Customer 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

• Importing the Files

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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.

1

Open the Customers Page

Select Customers from the main menu.

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2

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.

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3

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.

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4

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.

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5

Select the Fields

Select the type of data would you like to include in the export by ticking the relevant boxes.

The more options you select in the Fields section, the more data fields will be included in the spreadsheet.

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6

Download the Template

Click to save the template to your computer.

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7

Complete the Template

Complete the template by opening it in a spreadsheet application, such as Excel or Numbers, and entering the required information. Follow the instructions provided for each section, and click through all the tabs for the details you want to import, as each tab contains specific fields and examples to guide you in completing the template correctly. Use the downloaded sample data as a reference when entering your information.

The following documents contain information on completing the various fields for each template:

• Customer Details

• Customer Location Info

• Customer Contact Info

Be sure to review each document for the details you want to import, as each contains specific fields and examples to help you complete the template correctly.

• Follow the column headings carefully.

• Do not change column names.

• Leave Customer Number fields blank for new records.

• Delete any sample data before importing.

• Double-check that all required fields are filled out correctly before uploading.

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.

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8

Export/Save the File

Once you have completed filling out the spreadsheet, ensure that you save or export it as a CSV file as this format is required for successful import into Supply’d.

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Importing the Files

Once you've completed and saved your customer data template, you’re ready to import it into Supply’d.

1

Save Your File

Save/export your completed spreadsheet as a CSV file.

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2

Open the Import Customers Form

On the Customers page, click on the 3 dots in the top right corner and select Import > Customers (or the relevant option).

The Import Customers form will open.

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3

Select the File

Click on Choose File to select the file from your computer.

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4

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.

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5

Upload Your File

Click to begin the upload process.

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.