Suppliers import
The Suppliers import brings your supplier master records in from a spreadsheet, so purchase orders, goods receipts and bills have somebody to attach to. Run it alongside the customer import, before any purchasing data.
Where to find it
Go to Setup > Import Export > Suppliers, and download the sample file first.
Format Data
| Column | What it holds |
|---|---|
| Supplier Name | The supplier's full name, as printed on documents. |
| Short Name | The unique short code other files reference this supplier by. |
| Phone / Email | Contact details. |
| GST No | Their tax registration number. |
| Currency Code | The currency you trade with them in. |
| Payment Term | Their credit terms, matching an existing payment term. |
| Tax Included | Whether their prices normally include tax. Sets the default on purchase forms. |
| Account overrides | Payable and discount accounts for this supplier. Leave blank to use the defaults from System and GL Setup. |
| Address | Their registered address. |
The column headers must match the sample exactly. The importer rejects a file with missing or renamed headers rather than guessing which column is which.
Errors and exports
If rows fail, the system returns your file with a Memo column added, naming the problem on each bad row — fix those rows and upload again. Every module supports export as well as import, so you can pull current data out in the same format.
The rules common to all imports — never rename headers, dates in Y/m/d, codes must already exist, test a few rows first — are set out in Importing Your Data.
Related pages
- Importing Your Data — shared rules and import order
- Opening Balances — what you owed at cut-over
- Customers Import — the selling-side equivalent
- Purchase Order — what suppliers are used for