Before you can import your Trade Customers, make sure that you have configured Price Lists and Delivery Schedules first.
Before you start
A few things to keep in mind whilst you are importing your customers into Sellar.
Firstly, think about where your customer data is currently stored. This might be Xero, BrewMan, Breww, spreadsheets or somewhere else. Exporting this data to a spreadsheet will help with this process, as you will need this data to populate our template below
When providing Customer Data, remember that the number of customers in your Sellar List will determine what plan you're on. See our plans and customer limits here.
Why we import customers
If a customer is not in your Customer List in Sellar and they find you through the Sellar Market they will be classed as an Introduced Customer. This will incur an Open Ordering Fee (link). Except where customers are using your links within 28 days, which you can learn about here.
If you add a customer to your customer list in Sellar you'll appear in their Suppliers list, bolstering your visibility on the platform.
Don't worry your customers won't receive any emails from us if you add them to this list. Find out more about the emails we do and don't send here.
How to Import Customers
We can only import data which has all the mandatory fields populated and matches our template
Download a copy of our template from the link here. This will be the file you need to populate and provide to us for import.
Click 'File' in the top left corner
Choose 'Download' and then 'Excel .xlsx'
Open this in your program of choice, for example, Excel, so that you can populate the data. (you can copy and paste data from an export from another software that stores your customer data)
Once all the fields are filled (you can see guidance in the table below on what each field is) save the file.
Lastly, head to this form, complete all the questions and upload your newly saved file.
Template Guidance
Field | Mandatory | Description |
Company Name | Yes | The name of the business buying from you. |
Trading Name | No | If they trade under a different name. |
Delivery Address | Yes | Where the goods are being delivered. This helps Sellar know who to show what delivery to. |
Delivery Postcode | Yes | Where the goods are being delivered. This helps Sellar know who to show what delivery options too. |
Contact Email Address | Yes | The main contact for the customer. Will receive transactional emails. |
Invoice Email Address | No | Sometimes the person buying is not the person paying the invoice. If that is the case, please provide an email address for the invoices to be sent to. |
Credit Terms | Yes | What the Customer's current credit terms are (if any). This helps them see what they would normally be offered from day one on Sellar. Enter a number of days or Proforma, for example. |
Derived Price List | Yes | The Derived Price List for this customer you set up earlier. |
Product Catalogue | Yes | The Product Catalogue you created for this customer earlier. |
Delivery Type (Override only) | No | Sellar works all of this out for you, but if your Customer has a specific preference (for example, collection) provide an override here. Leave it blank if they do not require special delivery like Collection or Haulier |
Manually Adding Customers
You can also manually add customers to Sellar if you would rather.
Our knowledge base has a guide here.