Importing Suppliers via CSV

Check supplier names and contact information for duplicates before importing.

1. 1
   Open CSV Import, choose Suppliers, and download the template.
2. 2
   Enter Supplier name and any Contact email, Contact phone, Lead time in days, and address details. Keep the template headers unchanged.
3. 3
   Choose Create only or Create or update, then select Validate and correct failed rows.
4. 4
   Import and open the supplier list.
5. 5
   Open several imported suppliers and check their names and contact details.
6. 6
   Create a draft order for one sample supplier to verify the selection.

If an existing supplier was updated unexpectedly, review the import mode and source file.

Compare a few supplier records with the source file before using them on purchase orders.

WARNING: Review imported contact and address data before sending purchasing documents; Create or update can replace existing values.