How to Import Suppliers & Update Unit Costs

We have made creating suppliers and updating those relationships even easier in Genie! With our latest update, we have included the ability to import suppliers and bulk update unit costs and supplier SKUs.

This process can be somewhat complicated, but this guide will provide you with all the necessary tools to achieve success.

Before we get started, if you are using Safari, you may need to take additional steps to download the templates from Genie. If the downloads are routing you to a new page within the browser, this can be easily resolved by following the steps outlined in this article.

This guide will review both importing suppliers and bulk updating unit costs and supplier SKUs.

There are two ways of accomplishing this goal. The first is to import your Shopify vendors as Genie suppliers. We've already created a guide around this process that you can review here.

If importing your vendors doesn't get the job done, you can bulk create new suppliers by following these steps:

Step 1: Select "Import" and choose the option "Import Suppliers."

Selecting this option will open a pop-up for you to download a template and upload it back into the system.

Step 2: Next, click "Download Template."

Downloading this template will provide you with a CSV file for you to fill out with the associate information about your suppliers, which includes:

Step 3: Once downloaded, open the template.

If you have existing suppliers created in Genie, they will appear in this template. You are free to update and add whatever details you wish. The only things that are required are:

When filling out this template, keep in mind that the MOQ application is very specific and has 3 options. You should use the exact formatting to the right of the "=".

If this is incorrect, you may run into an error. It is important to double-check everything before uploading the file. If you need a reference, you can always create an example, export it, and replicate how it is formatted. Here is the example we used.

Step 4: After entering all the necessary information, download the filled-out form as a CSV file.

Step 5: Return to the Genie system and upload the downloaded CSV file.

Once you've clicked the import supplier button, you should now see a confirmation at the top of the page and the newly created supplier in the supplier list.

Updating supplier to product relationships is much the same process as creating the suppliers. The only difference is that the information you are adding to this new sheet is very specific and needs to be an exact match to the product information found within Genie.

Step 1: In the suppliers tab, click "Import," then choose the "Import supplier-product map."

You will be met with a similar pop-up to the one above, with the same option of downloading a template.

Step 2: Download the necessary template for supplier product mapping.

When filling out the template, it's crucial to understand that this template does not export with any previous product relationships. Adding a product to this template will overwrite existing settings unless applied to a different supplier.

Meaning, if you are looking to update unit costs for Product A and Supplier A, these would be the supplier and product you need to add to the template. If you are looking to update a new relationship between Product A and Supplier B, you would need to add them to the template.

Step 3: Once you've confirmed the information matches, you can download the template as a CSV.

Step 4: Upload it back to Genie.

Step 5: Review the products that have been updated to ensure the template went through.

You can double-check that the products were properly updated by selecting the products from the inventory table and reviewing the Suppliers tab.

Once you've reviewed the products, the process is complete.

Thank you for reading this Help Center article! Our goal is to help you become an inventory pro.