📥 Import Suppliers – Bulk-Upload Contacts #
1. Navigate to “Import Suppliers” #
- Log in to your back-office.
- From the left-hand purple sidebar, click Suppliers.
- Select Import Suppliers.
- The page shows:
- Choose File field + purple Submit button.
- Download template file button.
- An instructions table listing all CSV columns.
2. Quick Workflow Overview #
| # | Action | Why? |
|---|---|---|
| 1 | Download template file | Ensures correct headers/order. |
| 2 | Fill the CSV offline | Add supplier data in bulk. |
| 3 | Save as CSV | Required format for import. |
| 4 | Upload and hit Submit | Create suppliers instantly. |
| 5 | Review success/error log | Fix rows that failed. |
3. Download the Template #
- Click the purple Download template file button.
- Save it as
suppliers_template.csv(or similar). - Open in Excel / Google Sheets.
4. Column Cheat-Sheet #
| Col # | Header | Required? | Instruction / Example |
|---|---|---|---|
| 1 | Contact Type | Yes | Options: Customer, Supplier, Both |
| 2 | Prefix | No | Mr, Mrs, Dr, etc. |
| 3 | First Name | Yes | Contact person’s given name. |
| 4 | Middle Name | No | Optional middle name. |
| 5 | Last Name | No | Surname. |
| 6 | Business Name | Yes* | Required if type is supplier or both. |
| 7 | Contact ID | No | Leave blank to auto-generate. |
| 8 | Tax Number | No | VAT / TRN / GST ID. |
| 9 | Opening Balance | No | Numeric, e.g., 1000.00 |
| 10 | Pay Term | No | Number only (e.g., 30) |
| … and so on up to column 35 (see on-screen instructions for full list). | |||
5. Fill & Save the CSV #
- Do not rename or move any columns.
- For Pay Term Period, allowed values are
daysormonths. - Date columns (e.g., Date of Birth) use YYYY-MM-DD format.
- After entering data, save / export as CSV (UTF-8).
6. Import the File #
- Click Choose File, select your CSV.
- Press the purple Submit button.
- Wait for the confirmation toast or error list.
7. Troubleshooting #
| Error | Reason | Solution |
|---|---|---|
| “Invalid Contact Type” | Spelling/case mismatch. | Use exactly Customer, Supplier, or Both. |
| “Pay Term Period must be days or months” | Wrong word. | Enter days or months only. |
| Rows skipped | Required field blank. | Check Contact Type, First Name, Business Name. |
| File rejected | Saved as Excel file. | Re-save as .csv. |
8. Best Practices #
- Create tax numbers and contact IDs consistently for easier search.
- Start with a 2-3 row test import to verify mapping.
- Keep a backup of every CSV used.
- If you maintain both customers & suppliers, import them separately for clarity.
9. Done! 🎉 #
You now know how to bulk-import supplier contacts quickly and accurately. Happy importing!
