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Customers & Suppliers CSV upload

Importing Clients and Suppliers with a CSV Template

Johann Sonnenberger avatar
Written by Johann Sonnenberger
Updated over a year ago

Preconditions:

  • Make sure each identifier_number in the CSV belongs to one third_party with the same name and identifier_type.

Here you can find the template.

Make sure to use exactly the format specified in the template for each entry and separate the values by ",".

Note: If using Excel, be sure to save every CSV file you edit in UTF-8 format before uploading.

Upload template details:

Column

Field

Name or corresponding field in Frontend

Description

Field required?

Data Example

Format

A

name

Name

Name of the Third Party

true

John Doe

text, max length 255

B

identifier_number

Identifier number

Unique entity for the Third Party. One identifier number should belong to one record with the same name and identifier_type

true

supplier_0076

text, max length 255

C

identifier_type

Identifier type

Identifier type of the Third Party

true

Supplier_of_good_item_from_brand

text, max length 255

D

phone_number

Address → Phone number

Phone number of the address that belongs to the third party.

false

+1 407 222-333

text

E

address_name

Address → Name

Address Name of the address that belongs to the third party.

false

Company_Name Warehouse of Good_Item

text

F

address_street

Address → Street

Address Street of the address that belongs to the third party.

true

Av. Richards

text

G

address_city

Address → Company city

Address City of the address that belongs to the third party.

true

Detroit

text

H

address_nr

Address → House number

Address number of the address that belongs to the third party.

false

141

number

I

address_zip

Address → Zip

Address ZIP of the address that belongs to the third party.

false

80050-470

text

J

address_state

Address → State

Address State of the address that belongs to the third party.

false

Parana

text

K

address_country

Address → Country

Address Country of the address that belongs to the third party.

true

Brazil

text

L

address_company_name

Address → Company name

Address Company name of the address that belongs to the third party.

false

Company ABC

text

M

email

Email

Email of the Third Party

false

text, max length 255

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