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.
👉See the Importing Customers in Bulk document for details on downloading the spreadsheet and completing the import.
👉 See Customer Details for details on completing the bulk import spreadsheet customer data.
👉 See Customer Location Info for details on completing the bulk import spreadsheet customer locations.
👉 See the Adding a Customer document for instructions on completing customer information one customer at a time.
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
Select the Data
Following the instructions for Adding Customers in Bulk:
In Step 2, select Contacts from the menu.
In Step 3, in the Fields section, select Contacts.
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.
Follow the column headings carefully.
Do not change column names.
Leave Customer Number fields blank for new records.
Delete any sample data before importing.
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.
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.
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.
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.
👉 See the Notifications section of the Users document for a full list of notifications available.
Internal Notes
Add any notes about this contact. For internal reference only. This is not visible to customers.
Double-check that all required fields are filled out correctly before uploading.
Once you've completed and saved your customer data template, you’re ready to import it into Supply’d.
👉 See Adding Customers in Bulk for details on importing your data.
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