Using the Import Suppliers Contacts template, you can add new or edit existing contact details for your supplier records 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.
To update a supplier's contact, the First Name + Last Name combination must identically match the supplier record's contact.
📌 Note: Supplier contacts cannot be obsoleted or deleted via the Import Supplier Contacts template.
The table below describes each field, displayed per column in the template, included in the fixed template, and how it should be used.
Import Supplier Contacts field name* denotes mandatory fields | Description |
*Supplier Code | The supplier's unique Supplier Code. |
Supplier Name | The supplier's name. |
*First Name | The supplier contact's first name. |
*Last Name | The supplier contact's last name. |
*Email Address | The supplier contact's email address, in a valid email format. |
Website | The supplier contact's website which must be in a valid URL format. |
Primary | Enter TRUE to make the contact the supplier's primary contact. Enter FALSE when the contact is not the supplier's primary contact. If left blank, it defaults to FALSE, unless it is the only contact for the supplier. |
Purchasing | Enter TRUE for the contact to be a recipient for Purchase Order emails. Enter FALSE for the contact not to be a recipient of Sales Order emails. If left blank, it defaults to FALSE. |
Toll Free No. | The supplier contact's toll free phone number. |
Phone | The supplier contact's phone number. |
OfficePhone | The supplier contact's office phone number. |
Fax | The supplier contact's fax number. |
Mobile | The supplier contact's mobile number. |
DDI | The supplier contact's Direct Dial In (DDI) telephone number. |
Notes | Enter any additional notes relevant to the supplier contact. |