> 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/importing-customers-in-bulk/adding-customers-in-bulk.md).
# 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.
{% hint style="success" %}
👉 See the [Adding a Customer](/supplyd-erp/customers/adding-customers-leads-and-customer-groups/adding-a-customer.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** **-** 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.
{% 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 options you select in the **Fields** section, the more data fields will be included in the spreadsheet.
{% endhint %}
***
{% endstep %}
{% step %}
#### Download the Template
Click to save the template to your computer.
***
{% endstep %}
{% step %}
#### 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](/supplyd-erp/customers/importing-customers-in-bulk/customer-details.md)
* [Customer Location Info](/supplyd-erp/customers/importing-customers-in-bulk/customer-location-info.md)
* [Customer Contact Info](/supplyd-erp/customers/importing-customers-in-bulk/customer-contact-info.md)
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.
{% 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.
* Double-check that all required fields are filled out correctly before uploading.
{% endhint %}
{% 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 %}
***
{% endstep %}
{% step %}
#### 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.
{% 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** (or the relevant option).
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 %}
---
# Agent Instructions
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## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:
```
GET https://help.supplyd.co/supplyd-erp/customers/importing-customers-in-bulk/adding-customers-in-bulk.md?ask=&goal=
```
`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
to save the template to your computer.
to begin the upload process.
