Using the Import Suppliers template, you can create new and update suppliers in bulk.
🤓 Tips:
Do not remove any columns or cells that are not due to be changed for a supplier. Blank cells along a supplier's row in the template will remove any existing data in the supplier record's matching field upon import.
Save numerical-based field columns, e.g., Phone Numbers in Text or Number formats in the CSV to ensure the full value is imported correctly.
The table below describes each field, displayed per column in the template, included in the fixed template, and how it should be used.
Import Suppliers field name* denotes mandatory fields | Description |
*Supplier Code | The unique Supplier Code for the supplier. Character limit is 500. |
*Supplier Name | The unique name for the supplier. Character limit is 500. |
Notes | Advise any additional context relevant to the supplier. |
GST/VAT Number | Advise the supplier's tax number, also known as the:
|
Currency Code | The supplier's currency, entered as the currency code, e.g, GBP, AUD, USD, NZD. Go to Settings > System > Currency Rates to set up required currencies before import. The supplier's currency cannot be changed after a Purchase Order has been created for them |
IsObsoleted | Enter YES if the supplier is to be obsolete. Enter NO if the supplier is to be active. |
Taxable | Enter TRUE if the supplier's purchases are to be taxed. Enter FALSE if the supplier's purchases are not taxable. |
Tax Code | If Taxable is TRUE, set a default tax for that supplier using the tax's code, as set in Settings > System > Taxes. |
Bank Name | The supplier's preferred bank name. |
Bank Branch | The supplier's preferred bank branch. |
Bank Account | The supplier's preferred bank account number. |
Payment Term Description | The default Payment Terms that will apply to the supplier's Purchase Orders. The Payment Term must already exist in Settings > Systems > Payment Terms before import. |
Postal Street Address/PO Box | The Postal Address's Address Line 1. |
Postal Street Address 2 | The Postal Address's Address Line 2. |
Postal Suburb | The Postal Address's Suburb |
Postal Town/City | The Postal Address's Town/City |
Postal State/Region | The Postal Address's State/Region |
Postal Country | The Postal Address's Country code, as per the International Organization for Standardization list 3166. |
Postal Postal Code | The Postal Address's Code. |
Postal Delivery Instruction | The Postal Address's Delivery Instruction. |
Physical Address Name | Unique name of the customer's Physical Address. To update the postal address, the "Physical Address Name" must be supplied with at least one other postal address field. The Physical Address cannot be deleted via the import. |
Physical Street Address | The Physical Address's Address Line 1. |
Physical Street Address 2 | The Physical Address's Address Line 2. |
Physical Suburb | The Physical Address's Suburb |
Physical Town/City | The Physical Address's Town/City |
Physical State/Region | The Physical Address's State/Region |
Physical Country | The Physical Address's Country code, as per the International Organization for Standardization list 3166. |
Physical Postal Code | The Physical Address's Post Code. |
First Name | First name of the supplier's primary contact. Character limit is 255. |
Last Name | Last name of the supplier's primary contact. Character limit is 255. |
Email Address | The email address of the supplier's primary contact. Sales Invoices and Credits will be emailed to this address by default. Character limit is 500. |
Office Phone | The supplier's primary contact's office phone number. |
Website | The website of the supplier's primary contact. The website address must be a valid URL. |
Phone Number | The supplier's primary contact's phone number. |
Fax Number | The supplier's primary contact's fax number. |
Mobile Number | The supplier's primary contact's mobile phone number. |
DDI Number | The supplier's primary contact's Direct Dial In (DDI) number. |
Toll Free Number | The supplier's primary contact's office toll free phone number. |
Purchase Template | The default Doc Designer template used when a Purchase Orders are printed for the supplier. |
Supplier Return Template | The default Doc Designer template used when a Supplier Returns are printed for the supplier. |
Lead Time (days) | The default number of days it takes for a supplier to deliver a Purchase Order. |
Cost Distribution Method | the default method used for cost distribution for this supplier, which will override the company setting's "Purchase Order Cost Distribution Method". Enter one of the following values:
|
Reminder | Enter any information you want displayed as a pop-up when new Purchase Orders are being created for the supplier. |
Minimum Order Value | Enter the minimum order value required for Purchase Orders placed with this supplier. The value must be in the supplier's currency and will populate on their Purchase Orders if provided. |