> 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/suppliers/bulk-importing-suppliers.md).
# Bulk Importing Suppliers
If you have a large number of suppliers to set up, Supply’d makes it easy with the **Bulk Import** feature. Adding a large number of suppliers doesn't need to take forever. Instead of adding each supplier manually, you can prepare a simple CSV file and upload it directly. This saves time, reduces data entry errors, and ensures all your suppliers are added quickly and consistently.
{% hint style="success" %}
In Supply'd there are two types of Suppliers:
* **Supply'd Suppliers:** Suppliers already using Supply’d and selling through the Supply’d Marketplace. These will have status next to their names on the **Suppliers** list.
* **Custom Suppliers:** Suppliers not yet on Supply’d, and that you manually add to your account. These will have next to their names.
{% endhint %}
{% hint style="success" %}
If you only have a few custom suppliers to add you may find it more efficient to add them manually.
👉 See how to do this in the [Adding Suppliers & Supplier Groups](/supplyd-erp/suppliers/adding-suppliers-and-supplier-groups.md) document.
{% endhint %}
In this document, we will guide you through the process of importing your custom suppliers in bulk into Supply’d.
***
## Bulk Import/Add Custom Suppliers
Supply'd makes it easy to import a large number of suppliers from a spreadsheet. There is a specific template you will need to follow to do so in order to allow Supply'd to import the values correctly.
{% stepper %}
{% step %}
#### Go to the Suppliers Page
Select **Suppliers** from the main menu. The **Suppliers** page will open, listing all your suppliers, both custom and Supply'd.
***
{% endstep %}
{% step %}
#### Select Import
Click on the 3 dots in the top right and select **Import**, then **Supplier Data**.
The **Import Suppliers** form will open.
***
{% endstep %}
{% step %}
#### Click on Download Template
Click **Download Template**.
The **Export Suppliers** form will appear. From here, you can download your CSV template, which provides the correct format and field structure needed to bulk import your suppliers into Supply’d.
***
{% endstep %}
{% step %}
#### Select the Data Source
Select the **Data Source** to generate the template from.
**Sample Data**
If you haven’t added any custom suppliers yet, the only available option will be **Sample Data**. This provides a set of example data to help you understand how to complete the template.
**Supply'd**
If you already have custom suppliers added to Supply’d, you will see the **Supply’d** option, which allows you to export your existing custom suppliers into a template file. This is particularly useful if you want to make bulk updates to your existing custom suppliers.
***
{% endstep %}
{% step %}
#### Choose What to Import
In the **Field**s section, tick the boxes for any additional data types you want to include.
* **Supplier Data:** Core supplier details.
* **Locations:** Supplier addresses and operating hours.
* **Contacts:** Supplier contacts.
{% hint style="info" %}
The more selections you make in the **Fields** section, the more data fields will be included in the spreadsheet. For clarity, we will break these down into sections in the next step. However, the order of fields on the spreadsheet may vary slightly, as some selections share the same fields, such as Supplier Name.
{% endhint %}
***
{% endstep %}
{% step %}
#### Click Export
Click and a file will be generated and downloaded to your computer.
***
{% endstep %}
{% step %}
#### Complete the Fields
Open the template in a spreadsheet application, such as Excel or Numbers, and fill in the required information, using the downloaded data as a guide.
{% hint style="warning" %}
* Follow the column headings carefully.
* Do not change column names.
* Leave **Supplier Number** fields blank for new records.
* Delete any sample data before importing.
{% endhint %}
Complete the template by following the instructions provided in each tab - **Supplier Data**, **Locations** and **Contacts**. Make sure to click through all the tabs for each set of details you want to import, as each tab contains specific fields and examples needed to complete the template correctly.
{% 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 suppliers with the sample data.
{% endhint %}
{% tabs %}
{% tab title="Supplier Data" %}
#### Supplier Data Fields
**Supplier Number**
The **Supplier Number** is the unique identifier of a supplier in Supply’d.
* **For existing suppliers:** Enter the supplier's number to update it.
* **For new suppliers:** Leave this tab blank so Supply’d can assign a new **Supplier Number** automatically.
This ensures Supply’d correctly matches updates to existing suppliers while preventing conflicts for new suppliers by letting the system generate a unique number.
**Supplier Name\* \[required field]**
Enter the trading name of the supplier you are adding.
**Supplier Website**
Add the supplier's website.
**Description**
Add brief description of the supplier's business.
**Legal Name**
Enter the supplier’s legal name, ie. the name registered with the business registry.
**Supplier Business Number**
Enter the supplier's business number (eg. their ABN or NZBN).
**Currency**
Enter the currency used to purchase from this supplier.
**Conversion Rate**
If you have exported your current supplier information, this field will show the last conversion rate for the currency used by those suppliers. For new suppliers, you can leave this field blank.
**Minimum Order Spend**
If your supplier requires a minimum spend, enter the dollar amount in this field. Supply’d will check orders against this amount to make sure the requirement is met.
**Minimum Order Qty**
If your supplier requires a minimum order quantity, enter that number in this field. This ensures Supply’d will flag any orders that don’t meet the requirement.
**Colour**
Assign a colour to the supplier for visual identification within Supply’d.
Colours can help you quickly distinguish between suppliers in lists or dashboards. This is optional and used for organisational purposes only.
**Has Products**
This field indicates whether products are already linked to the supplier.
* Enter **Yes** if the supplier already has products associated with them in Supply’d.
* Enter **No** if no products are currently linked.
This helps Supply’d understand how the supplier is set up and ensures product relationships are handled correctly during the import.
**Has Orders**
This field shows whether any orders already exist for the supplier.
* Enter **Yes** if you have previously placed orders with this supplier.
* Enter **No** if no orders exist.
This field is mainly informational and helps preserve historical order data when importing or updating suppliers.
**Account Number**
Enter an optional account number that you have with this supplier. This will show on purchase orders.
**Buyer's Rep**
Enter the name of a buyer's rep to assign to this supplier.
**Payment Terms Duration**
Enter the payment terms to apply to this suppliers invoices. Leave the payment term number blank to use the default term set in your supplier settings.
**Payment Terms Period**
Enter either **Days**, **Days EOM**, **Days EOW**, **Pre-paid**.
{% hint style="info" %}
* **Days:** Payment is due within a set number of days after the invoice date (eg. 7 days, 30 days).
* **Days EOM** (End of Month): Payment is due within a certain number of days after the end of the month in which the invoice was issued (eg. “30 Days EOM” means payment is due 30 days after the last day of that month.)
* **Days EOW** (End of Week): Payment is due within a set number of days after the end of the week in which the invoice was issued.
* **Pre-paid:** Payment is due before the goods are supplied, ie. the order must be paid for upfront.
{% endhint %}
**Notes**
Enter any notes about this supplier here. These are for internal reference only and will not be visible to the supplier.
**Groups**
Enter the name of any **Supplier Groups** you want to assign this supplier to, separating multiple groups with commas.
{% hint style="success" %}
**Supplier Groups** in Supply’d help you organise suppliers into categories, such as product type, location, or performance, making it easier to manage and find the right suppliers. Create a group, then assign suppliers to it when setting up or editing a supplier.
👉 See the [Adding Suppliers & Supplier Groups](/supplyd-erp/suppliers/adding-suppliers-and-supplier-groups.md#supplier-groups) section of [Adding Suppliers & Supplier Groups](/supplyd-erp/suppliers/adding-suppliers-and-supplier-groups.md) document for details on creating supplier groups.
{% endhint %}
**Invoice Inbox**
This field is automatically generated for each supplier to send their invoices, allowing them to be matched with received goods. It’s especially useful when using the **Expense** module. Simply share this email address with each supplier so they can email invoices, in PDF format, directly to your unique **Invoice Inbox**.
Leave this field blank for new suppliers.
{% endtab %}
{% tab title="Locations" %}
#### Location Fields
If you ticked **Locations** in the **Fields** section in Step 3, the following fields relate to supplier locations.
**Supplier Number**
The **Supplier Number** is the unique identifier of a supplier in Supply’d.
**Supplier Name**
Enter the trading name of the supplier.
**Location ID**
The unique identifier of a supplier location in Supply’d.
Leave blank for new locations.
**Location Name**
Enter a name for this location.
**Address**
Enter the supplier's street address.
**Suburb**
Enter the supplier's suburb.
**State**
Enter the supplier's states.
**Postcode**
Enter the supplier's postcode.
**Country**
Enter the supplier's country.
**Email**
Enter the supplier's email address.
**Is Billing**
Enter **Yes** if this location is the billing address.
**Is Shipping**
Enter **Yes** if this location is a shipping address.
**Next Call Date**
Enter the next call date for this location.
{% endtab %}
{% tab title="Contacts" %}
#### Contact Fields
If you ticked **Contacts** in the **Fields** section in step 3, these fields relate to this.
**Contact ID**
The unique identifier of a supplier contact in Supply’d.
Leave blank for new contacts.
**Supplier Number**
The **Supplier Number** is the unique identifier of a supplier in Supply’d.
**Supplier Name**
Enter the trading name of the supplier.
**First Name**
Enter the first name of the contact you are adding.
**Last Name**
Enter the last name /surname of the contact you are adding.
**Role**
Add the role or department of the contact, eg. Sales Rep, Accounts etc.
**Is Default**
If this is the default contact for the supplier, enter **Yes**.
**Email**
Enter the contact's email address.
**Phone**
Enter a phone number for the contact.
**Mobile Area**
Add the country code for this contact's mobile number (eg. **61** for Australia).
**Mobile Number**
Add a mobile phone number for this contact.
**Notifications**
Specify the notifications this contact should receive, separating multiple types with commas if needed:
* Order Emails
* Order SMS
**Internal Notes**
Enter any relevant internal notes about this contact. These notes are for internal reference only and are not visible to the contact or supplier.
{% endtab %}
{% endtabs %}
***
{% endstep %}
{% step %}
#### **Save or Export**
Once you have completed filling out the spreadsheet, ensure that you save or export it as a CSV file, as this format is required for successful import into Supply’d.
***
{% endstep %}
{% step %}
#### Upload the File
After creating your import file, the next step is to upload it into Supply’d. To do this, return to the Import Supplier form.
On the **Suppliers** page, click on the 3 dots in the top right and select **Import**, then **Supplier Data**.
The **Import Suppliers** form will open.
**Upload CSV File**
Click on to select the CSV file from your device and upload it.
{% hint style="warning" %}
After selecting the file please ensure you wait for the file to successfully upload before clicking Import.
{% endhint %}
***
{% endstep %}
{% step %}
#### Select Options
Select the options to apply during the import.
**Update Existing Suppliers**
Select whether or not to update existing suppliers in Supply'd.
{% hint style="info" %}
This option will only appear if you already have suppliers in Supply'd.
{% endhint %}
* **Yes:** Select "Yes" if you want existing suppliers to be updated.
* **No:** Select this option if you want existing suppliers to be ignored.
{% hint style="success" %}
Selecting "**Yes**" is useful to bulk update suppliers in Supply'd.
{% endhint %}
***
{% endstep %}
{% step %}
#### Import the File
Once the file has successfully uploaded and you have selected your options, click to begin the import.
{% hint style="info" %}
Suppliers will be imported immediately into Supply'd. If you have a lot of suppliers, please be patient.
{% endhint %}
After the import completes, review the supplier details to ensure the information has been imported correctly.
{% endstep %}
{% endstepper %}
{% hint style="success" %}
👉 Once imported, suppliers can be managed as outlined in the [Managing Suppliers](/supplyd-erp/suppliers/managing-suppliers.md) document.
{% endhint %}
{% hint style="success" %}
After adding your custom supplier, you may want to add or import their products.
Refer to the relevant documentation for guidance on how to do this:
* [Adding Products](/supplyd-erp/products/adding-products.md) – Learn how to add products one at a time to a supplier.
* [Bulk Importing of Products](/supplyd-erp/products/bulk-importing-of-products.md) – Use a CSV file to import multiple products at once.
{% endhint %}
---
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