Before you can import your Trade Customers make sure that you have configured Price Tiers and Delivery Areas first.
Before you start
A few things to keep in mind whilst you are importing your customers into Sellar.
The number of customers in your Sellar List will determine what plan you're on.
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.
Exporting Customer Data
The first step is to export your data. Your customer data might be stored somewhere else and needs to be exported to be sent to us. Here are some help with examples we have seen before.
Remember where ever the data is exported from it needs to be uploaded to us here.
BMS Systems
How to export Outlet data from BrewMan
How to export Outlet data from BrewMan
1. On the BrewMan menu head to Contacts > Outlets.
2. Use the 'Export' button, then select CSV to download the file.
How to export Customer data from Breww
How to export Customer data from Breww
Detailed information on Breww's Data Explorer can be found here.
1. On the Breww main menu head to Reporting.
2. Head to the Customers and Suppliers reporting option
3. Click the Fields of View option and select the follow options. Accept these field choices. These might be the fault if you haven't used the tool before.
4. Change the Output to 'Export to Excel' and click Explore Data to download the file
How to export Customer data from Viewplan
How to export Customer data from Viewplan
Accounts Packages
Preparing Customer Data
As a second step you may need to need to prepare your data before it can be imported into Sellar. Note all fields in bold below and in blue in the template are mandatory. All the information you give us will make sure your customers are setup correctly to get started buying from you on Sellar.
Download our template to copy and paste your data into here.
Fill in you in your template using the guidance below.
Field | Description |
Company Name | The name of the business buying from you. |
Trading Name | If the they trade under a different name. |
Delivery Address | Where the goods are being delivered. This helps Sellar know who to show what delivery too. |
Delivery Postcode | Where the goods are being delivered. This helps Sellar know who to show what delivery options too. |
Contact Email Address | The main contact for the customer. Will receive transactional emails. |
Invoice Email Address | 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 | 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. |
Price Tier | A Price Tier for this customer you setup earlier |
Discounts | You are able to add your own discounts in Sellar but if you need any advice setting up something more complex put it here. |
Delivery | Sellar works all of this out for you, but if your Customer has something different like Haulier or Collection specific it here and we can override Local or Courier Delivery. |
Importing Customer Data
Lastly once your data is ready you can directly upload it for us to import.
Fill out your form and upload your data here.
Manually Adding Customers
You can also also manually add customers to Sellar if you would rather.
Our knowledge base has a guide here.