The Export/Import tool can be used to analyse and add Suppliers or Products sold by those suppliers in bulk. These Export/Import tools allow you “round trip” meaning you can download the export, make changes and then import those changes. Or you can use the headers of the export as a template to import all new suppliers or their products.
To use the Export/Import tool head to buy mode, click on the suppliers tab and click on the export/import Dropdown.
Here you will be presented with 4 options:
Export Supplier:
This exports the full list of off-platform suppliers and their contact details
Import Suppliers:
For updates, rows are matched based on the supplier name:
supplier_name: Required field, must be unique
supplier_code: This is auto generated to a unique code if left blank
contact_emails: Separate each new email by a space, if left blank there will be no purchase orders sent to this supplier
business_tax_number: The ABN, VAT, EIN or NZBN this is an optional field
Address: the address of your supplier, optional field
Export Products:
This exports the full list of off-platform suppliers products that you have setup for purchasing
Import Products:
For updates, rows are matched based on the supplier name and a combination of product name and quantity type:
product_code: Optional field
product_name: Required field, the combination of this and quantity_type must be unique
quantity_type: Required field, the combination of this and product_name must be unique
supplier_name: Required field, must match an off-platform supplier name
tax_applicable (Yes or No): optional field, if marked as yes, the product will have tax applied, anything else will mark the product as tax not applicable.
confirm_deletion (Yes or No): optional field, if marked as yes, the product will be permanently removed, anything else will leave the product as is.
Fresho Tip:
After completing an import you will receive CSV output, if the screen says “Done.” it will mean that there were no errors and your file was successfully processed. There is no further action necessary. If there were any errors within the import you will receive the error message: “Some rows could not be imported. Please download this CSV file and inspect the 'result' column.” Please check the CSV output to check what rows errored.