> 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-location-info.md).

# 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.

{% 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.<br>

👉 See [Customer Contact Info](/supplyd-erp/customers/importing-customers-in-bulk/customer-contact-info.md) for details on completing the bulk import spreadsheet customer contacts.

👉 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 Locations** spreadsheet and prepare the information for bulk import into Supply’d.

***

### Completing the Customer Location Information

{% 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):

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FbJDih3Dwv41QavjV1QDa%2FSpacer.png?alt=media&amp;token=6c34f805-9610-4de9-8f8a-a029f13dd1a1" alt=""><figcaption></figcaption></figure>

1. In **Step 2**, select **Locations** from the menu.

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FbJDih3Dwv41QavjV1QDa%2FSpacer.png?alt=media&amp;token=6c34f805-9610-4de9-8f8a-a029f13dd1a1" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FH5tofRT7ijVSJKng7moP%2FThree%20Dots%20Locations.png?alt=media&amp;token=03298571-93cb-4c23-ab8f-a00192eb2681" alt="" width="188"><figcaption></figcaption></figure>

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FbJDih3Dwv41QavjV1QDa%2FSpacer.png?alt=media&amp;token=6c34f805-9610-4de9-8f8a-a029f13dd1a1" alt=""><figcaption></figcaption></figure>

2. In **Step 3**, in the **Fields** section, select **Locations**.

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FbJDih3Dwv41QavjV1QDa%2FSpacer.png?alt=media&amp;token=6c34f805-9610-4de9-8f8a-a029f13dd1a1" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FdGEvt7NO0owMIJdd0CK3%2F2%20-%20Export%20Customers%20Locations.png?alt=media&amp;token=a48578ed-e3ea-482c-ae8e-4b87eee11f4f" alt="" width="563"><figcaption></figcaption></figure>

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FbJDih3Dwv41QavjV1QDa%2FSpacer.png?alt=media&amp;token=6c34f805-9610-4de9-8f8a-a029f13dd1a1" alt=""><figcaption></figcaption></figure>

***

{% 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.

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FbJDih3Dwv41QavjV1QDa%2FSpacer.png?alt=media&amp;token=6c34f805-9610-4de9-8f8a-a029f13dd1a1" alt=""><figcaption></figcaption></figure>

{% 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 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.
{% 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 %}

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FbJDih3Dwv41QavjV1QDa%2FSpacer.png?alt=media&amp;token=6c34f805-9610-4de9-8f8a-a029f13dd1a1" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FbJDih3Dwv41QavjV1QDa%2FSpacer.png?alt=media&amp;token=6c34f805-9610-4de9-8f8a-a029f13dd1a1" alt=""><figcaption></figcaption></figure>

#### Customer Locations

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FWJwod6COZ9Fb4BW9mm9S%2FSpacer.png?alt=media&amp;token=5e36dccf-0002-403e-9a33-78951816a674" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FSn18SEMOiZIdN6Yx5BL0%2FLocations%20Spreadsheet.png?alt=media&amp;token=8aa8172a-f77c-4145-8d2f-fcb045fcd567" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FWJwod6COZ9Fb4BW9mm9S%2FSpacer.png?alt=media&amp;token=5e36dccf-0002-403e-9a33-78951816a674" alt=""><figcaption></figcaption></figure>

**Customer Number**

The unique identification number for this customer.

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2Fqp7YtXPMJXrny2lFD5zb%2FSpacer.png?alt=media&amp;token=2dde7c3c-2281-4fae-b443-62239d49e9f5" alt=""><figcaption></figcaption></figure>

**Customer Name**

The trading name of your customer's business.

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2Fqp7YtXPMJXrny2lFD5zb%2FSpacer.png?alt=media&amp;token=2dde7c3c-2281-4fae-b443-62239d49e9f5" alt=""><figcaption></figcaption></figure>

**Id**

An identifying number for this location. Leave blank for new locations.

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2Fqp7YtXPMJXrny2lFD5zb%2FSpacer.png?alt=media&amp;token=2dde7c3c-2281-4fae-b443-62239d49e9f5" alt=""><figcaption></figcaption></figure>

**Name**

Enter a name for this location.

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2Fqp7YtXPMJXrny2lFD5zb%2FSpacer.png?alt=media&amp;token=2dde7c3c-2281-4fae-b443-62239d49e9f5" alt=""><figcaption></figcaption></figure>

**Address**&#x20;

Enter the customer's street address.

**Suburb**&#x20;

Enter the customer's suburb.

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2Fqp7YtXPMJXrny2lFD5zb%2FSpacer.png?alt=media&amp;token=2dde7c3c-2281-4fae-b443-62239d49e9f5" alt=""><figcaption></figcaption></figure>

**State**&#x20;

Enter the customer's state.

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2Fqp7YtXPMJXrny2lFD5zb%2FSpacer.png?alt=media&amp;token=2dde7c3c-2281-4fae-b443-62239d49e9f5" alt=""><figcaption></figcaption></figure>

**Postcode**&#x20;

Enter the customer's postcode.

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2Fqp7YtXPMJXrny2lFD5zb%2FSpacer.png?alt=media&amp;token=2dde7c3c-2281-4fae-b443-62239d49e9f5" alt=""><figcaption></figcaption></figure>

**Country**

Enter the customer's country.

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2Fqp7YtXPMJXrny2lFD5zb%2FSpacer.png?alt=media&amp;token=2dde7c3c-2281-4fae-b443-62239d49e9f5" alt=""><figcaption></figcaption></figure>

**Email**

Enter the customer's email address.

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2Fqp7YtXPMJXrny2lFD5zb%2FSpacer.png?alt=media&amp;token=2dde7c3c-2281-4fae-b443-62239d49e9f5" alt=""><figcaption></figcaption></figure>

**Is Billing**

Whether or not this is the address for billing. Enter "Yes" or "No".

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2Fqp7YtXPMJXrny2lFD5zb%2FSpacer.png?alt=media&amp;token=2dde7c3c-2281-4fae-b443-62239d49e9f5" alt=""><figcaption></figcaption></figure>

**Is Shipping**

Whether or not this is the address for shipping. Enter "Yes" or "No".

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2Fqp7YtXPMJXrny2lFD5zb%2FSpacer.png?alt=media&amp;token=2dde7c3c-2281-4fae-b443-62239d49e9f5" alt=""><figcaption></figcaption></figure>

**Next Call Date**

Enter the next date for a sales rep visit or call to this customer.

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FbJDih3Dwv41QavjV1QDa%2FSpacer.png?alt=media&amp;token=6c34f805-9610-4de9-8f8a-a029f13dd1a1" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2Fqp7YtXPMJXrny2lFD5zb%2FSpacer.png?alt=media&amp;token=2dde7c3c-2281-4fae-b443-62239d49e9f5" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
Double-check that all required fields are filled out correctly before uploading.
{% endhint %}

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FbJDih3Dwv41QavjV1QDa%2FSpacer.png?alt=media&amp;token=6c34f805-9610-4de9-8f8a-a029f13dd1a1" alt=""><figcaption></figcaption></figure>

{% endstep %}
{% endstepper %}

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

👉 See [Adding Customers in Bulk](/supplyd-erp/customers/importing-customers-in-bulk/adding-customers-in-bulk.md) for details on importing your data.


---

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## Querying This Documentation
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Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.supplyd.co/supplyd-erp/customers/importing-customers-in-bulk/customer-location-info.md?ask=<question>&goal=<endgoal>
```

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