Customer Details
Completing Customer Details in bulk saves time, reduces manual data entry, and helps keep customer information accurate and consistent across Supply’d.
Completing Customer Details/Data in bulk using a spreadsheet provides a quick and efficient way to add or update information for multiple customers. Using the spreadsheet template helps reduce manual data entry, maintain consistent records, and save time when managing large numbers of customers.
👉See the Importing Customers in Bulk document for details on downloading the spreadsheet and completing the import.
👉 See Customer Contact Info 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 Data spreadsheet and prepare the information for bulk import into Supply’d.
Completing the Customer Data
Select the Data
Following the instructions for Adding Customers in Bulk:
In Step 2, select Customers from the menu.
In Step 3, in the Fields section, select Customer Data.
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 details, 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 Data
Customer Number
A unique identification number for this customer. Leave blank for new customers.
Customer Name
The trading name of your customer's business.
Customer Logo
The customer's company logo.
Customer Website
The customer's company/business website address. If they don't have a website you can use a Facebook or Instagram URL.
Is Lead
Whether or not this is a lead customer (a potential customer, not yet actively ordering). Enter "Yes" or "No".
Account Number
An optional account number for this customer.
ABN
The customer's company ABN.
Groups
Any customer Groups you would like to assign to this customer, separating multiple groups with commas if needed.
The group names should be comma separated and match the EXACT name of the group in Supply'd.
👉 See the Customer Groups document for more information on Customer Groups.
Payment Terms Duration
Enter the payment terms to apply to this customer's invoices. Leave blank to use the default terms set in your Customer Settings.
Payment Term Period
Specify the term period, either:
Days
Days EOM (End of Month)
Days EOW (End of Week)
Pre-Paid
Credit Limit
The credit limit for this customer.
Accept Credit Cards
Whether or not you accept credit card payments from this customer. Enter "Yes" or "No".
Accept Invoice Payments
Whether or not you accept invoice payments from this customer.
Accept COD Payments
Whether or not you accept COD (cash on delivery) payments from this customer.
Shipping Zones
Set specific Shipping Zones that are allowed for this customer. Leave blank to not restrict zones.
The zone names should be comma separated and match the EXACT name of the zone in Supply'd.
👉 See the Shipping Settings document for more information on Shipping Zones.
Sales Rep
Assign a sales representative to this customer.
Internal Notes
Enter any notes about this customer. These are for internal reference only and are not visible to the customer
Custom - Test
Any custom field data for this customer.
👉 See Customer > Custom Fields for information on adding these.
Next Call Date
The next date for a sales rep visit or call to this customer.
Purchase Order Inbox
Automatically created inbox for each customer, allowing them to send their purchase orders directly to it. This inbox can be shared with the customer to streamline order processing.
Leave blank for new 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.
Last updated