How to do a bulk import of suppliers
Head to Import/Export under, Global Settings. Here, six tabs show data areas that you can import and export in bulk.
Go to the suppliers tab, to do a bulk import of suppliers.
Download the empty template by clicking, Template CSV File. Open this file on your device to edit it.
Step 3You can type in your supplier information or paste it in from another source. There are three mandatory fields. These are the Code, Supplier Name, and Country.
Step 4Your Codes can comprise of numbers, uppercase letters, hyphens, and/or dashes, up to ten characters long.
Step 5In the Country column, enter the full name of a country, as it appears in TidyStock. Make sure you have set up this country in your account beforehand.
Step 6You can optionally add a contact first name, last name, phone number, email, and address.
Step 7Once you have filled out all the required fields and any optional fields, save your spreadsheet document. Then go back to TidyStock.
Step 8Select Choose file, to upload the spreadsheet you have just created, then click Import Suppliers.
Step 9If you go to your list of suppliers now, the three new suppliers you have imported should have appeared.
Posted: Tue 10 Jan 2023