Bulk import customers to Supply'd from 3 CSV templates.
This document will take you through the steps to bulk import customers.
Bulk Import/Add Customers
Supply’d makes it easy to import large numbers of customers from a spreadsheet. To ensure the data is imported correctly, there are three specific templates you will need to use:
Customer Data - Information such as the customer's name, logo, website, ABN, payment terms and methods, and sales rep.
To begin an import or download the bulk import templates:
1
Select Customers from the main menu.
Select Customers from the main menu.
2
Open the Import Customers Form
Click on the three dots in the top-right corner of the screen and select Import > Customer Data.
The Import Customers form will open.
3
Download Template
Click on to get our base template, which contains sample customer details for your guidance. The Export Customers form will open.
4
Select Sample Data
In the Export Customers form, choose Sample Data from the Data Source drop-down menu.
5
Download the Template
Click to save the template to your computer.
If you have already started adding customers to Supply'd, selecting Supply'd from the Data Source drop-down menu will export all your existing customers in Supply'd in the template format. This is particularly useful if you want to bulk update the customer list with additional information.
6
Open the Template
Open the downloaded file in a spreadsheet application such as Excel or Numbers.
Review the sample data for formatting guidance.
Important: Remove all sample customer records before importing your own data into Supply’d
7
Add the Details
Fill out the template using the instructions below:
Customer Number
A unique identification number for this customer.
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).
The group names should be comma separated and match the EXACT name of the group in Supply'd.
Payment Term Period
Specify the term period. This will be Days or Days EOM.
Payment Terms Duration
Enter the payment terms to apply to this customer's invoices. Leave blank to use the default terms set in your supplier settings.
Credit Limit
The credit limit for this customer.
Accept Credit Cards
Whether or not you accept credit card payments from this customer.
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. (See the Shipping Zones & Rules document for more information on this).
The zone names should be comma separated and match the EXACT name of the zone in Supply'd.
Sales Rep
Assign a sales representative to this customer.
Internal Notes
Any notes about this customer. For internal reference only. This is not visible to customers.
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.
Make sure the titles are left as is and not edited to prevent issues importing.
Double-check that all required fields are filled out correctly before uploading.
Customer Locations
Following the steps above, select Import > Customer Locations instead of Customer Data from the 3 dot menu.
After clicking , select either "Sample Data"or "Supply'd" from the Data Source drop-down menu in the Export Customer form, depending on your requirements. Click to download the template to you computer.
Complete the fields as per the guidance below:
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.
Name
A name for this location.
Address
The customer's street address.
Suburb
The customer's suburb.
State
The customer's state.
Postcode
The customer's postcode.
Country
The customer's country.
Is Billing
Whether or not this is the address for billing.
Is Shipping
Whether or not this is the adress for shipping.
Next Call Date
The next date for a sales rep visit or call to this customer.
Customer Contacts
Following the steps above, select Import > Customer Contacts instead of Customer Data from the 3 dot menu.
After clicking , select either "Sample Data"or "Supply'd" from the Data Source drop-down menu in the Export Customer form, depending on your requirements. Click to download the template to you computer.
Complete the fields as per the guidance below:
Contact Id
An identifying number for this contact.
Customer Number
The unique identification number for this customer.
Customer Name
The trading name of your customer's business.
First Name
The first name of a representative/contact for the customer's business/company.
Last Name
The last name/surname of a representative/contact for the customer's business/company.
Role
The role of this contact within the company, eg. accounts, owner, buyer etc.
Email
A contact email for the customer.
Mobile Area
The country calling code, eg. +61 for Australia.
Mobile
A mobile phone number for the contact.
Locations
The locations this contact is responsible for.
Notifications
The type of notifications sent to this contact:
Order Emails
Invoice Emails
Recall SMS
Delivery SMS
Recall Emails
Delivery Emails
Internal Notes
Any notes about this contact. For internal reference only. This is not visible to customers.
Importing the Files
Once you've completed and saved your customer data template, you’re ready to import it into Supply’d.
1
Save Your File
Save your completed spreadsheet as a CSV file.
2
Open the Import Customers Form
Go to the Customers section from the main menu.
Click the three dots in the top-right corner.
Select Import > Customers from the drop-down menu. The Import Customers form will open.
3
Select the File
Click on Choose File to select the file from your computer.
4
Update Existing Customers
If you exported existing customers in the steps above and have made updates to their information, selecting Yes from the Update Existing Customers drop-down menu will apply those changes to their records in Supply’d.
5
Upload Your File
Click to begin the upload process.
After importing, an email will be sent to your email with a report showing how many were successfully added/edited or failed. A CSV will be attached with specific details of which were added/edited or failed and why.
, select either "Sample Data" or "Supply'd" from the Data Source drop-down menu in the Export Customer form, depending on your requirements. Click 
to download the template to you computer.
