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

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:
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.

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