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Importing Supplier Data via Excel File

Updated over a week ago

Rewaa allows you to import supplier data using an Excel file, so you can upload all your suppliers at once and manage them easily from one place.

Step 1: Download the Excel File

  1. Go to Purchases & Suppliers > Suppliers > Import

  2. Click Download Supplier Template to download the Excel file to your device.

Step 2: Add Supplier Data

  1. Read the instructions on the Before You Start sheet.

  2. Go to the Supplier Import List sheet.

  3. Hover over required fields such as Supplier Name or Supplier Code to view the data format required.
    Fill in your supplier data.

  4. Review the Input Validation column to ensure the data is correct.

  5. Click the 💾 Save icon, then close the file.

Step 3: Upload the Excel File to the Platform

Go to: Purchases & Suppliers > Suppliers > Import

  • Click Browse Files and select the Excel file from your device, or drag and drop it.

  • Click Next after uploading.

  • A ✅ check mark will appear when the upload is complete.

  • Click Next again to validate the data.

Step 4: Final Review Before Importing

Once validation is complete, a summary will appear showing:

  • Total Records: The number of suppliers in your file.

  • Valid Records: The number of suppliers ready for import.

  • If there are any errors, a message will display the number of records that couldn’t be imported.

Step 5: Import the Data

If the data is correct:

  • Click Import — the data will be imported directly into the platform.

If Errors Are Found (in Step 4)

Option 1: Ignore errors and import only valid records

  1. Click Download Error Report to see the records that need corrections.

  2. Click Import. Only valid records will be imported.

Option 2: Fix the errors and re-upload the file

  1. Click Download Edit Report to view the records with errors.

  2. Update the original Excel file with the corrections.

  3. Click Replace File, then upload the corrected file.


FAQs

  1. Is there a maximum number of suppliers I can include in one Excel file?
    Yes. You can import up to 1,000 suppliers per file.

  2. What are the most common errors when uploading the file?

    • Required fields are missing.

    • Duplicate supplier names or codes.

  3. How long does it take to upload the Excel file?
    Between 1 to 20 seconds.

  4. What happens if the internet disconnects during the import?
    The process will pause temporarily and resume automatically once the connection is restored.

  5. Can I import more than one Excel file at the same time?
    No. Only one file can be imported at a time.
    If your data is split across multiple files, merge them into the template (up to 1,000 records), or upload them separately.

  6. What file types are supported?
    Only the official Rewaa Excel import template is supported.

  7. What happens if required fields are left empty?
    Rows with missing required fields will be skipped. A message will indicate which rows contain errors.

  8. If I add an opening balance while importing, will it appear in the journal entries?
    Yes. The journal entry will be automatically and immediately created in the accounting module.

  9. Can I control user permissions for importing suppliers?

    • Yes. Go to: Settings > Users > ⚙️ Edit Member

    • Under Purchases & Suppliers > Suppliers, turn off the Import Suppliers permission.

    • Click Save.

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