> 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/customer-contact-info.md).
# Customer Contact Info
Completing Customer Contact information in bulk saves time, reduces manual data entry, and helps ensure customer details are consistent and accurate across Supply’d.
Completing **Customer Contacts** in bulk using a spreadsheet provides a faster way to add or update contact details for multiple customers. Using the spreadsheet template reduces manual data entry, maintains consistency, and saves time when managing large numbers of contacts.
{% hint style="success" %}
👉See the [Importing Customers in Bulk](/supplyd-erp/customers/importing-customers-in-bulk.md) document for details on downloading the spreadsheet and completing the import.
👉 See [Customer Details](/supplyd-erp/customers/importing-customers-in-bulk/customer-details.md) for details on completing the bulk import spreadsheet customer data.
👉 See [Customer Location Info](/supplyd-erp/customers/importing-customers-in-bulk/customer-location-info.md) for details on completing the bulk import spreadsheet customer locations.
👉 See the [Adding a Customer](/supplyd-erp/customers/adding-customers-leads-and-customer-groups/adding-a-customer.md) document for instructions on completing customer information one customer at a time.
{% endhint %}
This document explains how to complete the **Customer Contacts** spreadsheet and prepare the information for bulk import into Supply’d.
***
### Completing the Customer Contact Details
{% stepper %}
{% step %}
#### Select the Data
Following the instructions for [Adding Customers in Bulk](/supplyd-erp/customers/importing-customers-in-bulk/adding-customers-in-bulk.md):
1. In **Step 2**, select **Contacts** from the menu.
2. In **Step 3**, in the **Fields** section, select **Contacts**.
***
{% 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, using the downloaded sample data as a reference when entering your information.
{% 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 %}
{% hint style="success" %}
When updating customer contact info, you can remove any columns from the CSV that you do not need to update. Keeping only the fields you want to change makes the import easier to manage and reduces the risk of unintentionally changing other customer information.
For example, if you only want to update a customer’s **Name** and **Email Address**, keep the **Customer ID**, **Name**, and **Email Address** columns and remove the other fields from the CSV. Any fields that are removed from the CSV will not be changed during the import.
**Important:** Keep the **ID** column for every customer you want to modify. The **Customer ID** identifies the specific existing customer that Supply’d should update when the CSV is imported.
{% 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 %}
#### Customer 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.
**Contact 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, eg. Order Emails, Invoice Email, Delivery Notifications, Recall SMS.
{% hint style="success" %}
👉 See the [Users](/supplyd-erp/settings/users.md#notifications) section of the [Users](/supplyd-erp/settings/users.md) document for a full list of notifications available.
{% endhint %}
**Internal Notes**
Add any notes about this contact. For internal reference only. This is not visible to customers.
{% hint style="success" %}
Double-check that all required fields are filled out correctly before uploading.
{% endhint %}
{% endstep %}
{% endstepper %}
Once you've completed and saved your customer data template, you’re ready to import it into Supply’d.
{% hint style="success" %}
👉 See [Adding Customers in Bulk](/supplyd-erp/customers/importing-customers-in-bulk/adding-customers-in-bulk.md) for details on importing your data.
{% endhint %}
---
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