Customer Location Info
Completing Customer Locations in bulk saves time, reduces manual data entry, and helps keep location information accurate and consistent across Supply’d.
Completing Customer Locations in bulk using a spreadsheet provides a quick and efficient way to add or update location information for multiple customers. Using the spreadsheet template helps reduce manual data entry, maintain consistent location records, and save time when managing customers with multiple delivery or trading locations.
👉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 Contact Info for details on completing the bulk import spreadsheet customer contacts.
👉 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 Locations spreadsheet and prepare the information for bulk import into Supply’d.
Completing the Customer Location Information
Select the Data
Following the instructions for Adding Customers in Bulk:
In Step 2, select Locations from the menu.
In Step 3, in the Fields section, select Locations.
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 location 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 Locations
Customer Number
The unique identification number for this customer.
Customer Name
The trading name of your customer's business.
Id
An identifying number for this location. Leave blank for new locations.
Name
Enter a name for this location.
Address
Enter the customer's street address.
Suburb
Enter the customer's suburb.
State
Enter the customer's state.
Postcode
Enter the customer's postcode.
Country
Enter the customer's country.
Enter the customer's email address.
Is Billing
Whether or not this is the address for billing. Enter "Yes" or "No".
Is Shipping
Whether or not this is the address for shipping. Enter "Yes" or "No".
Next Call Date
Enter the next date for a sales rep visit or call to this customer.
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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