How to do a bulk import of suppliers
Previously, we learnt how to add suppliers to your account manually. However, this can be very time consuming if you have a lot of data to enter. In this module, learn how to import suppliers to your TidyStock account in bulk.
Step 1
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.
Step 2
Download the empty template by clicking, Template CSV File. Open this file on your device to edit it.
Step 3
You 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 4
Your Codes can comprise of numbers, uppercase letters, hyphens, and/or dashes, up to ten characters long.
Step 5
In 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 6
You can optionally add a contact first name, last name, phone number, email, and address.
Step 7
Once you have filled out all the required fields and any optional fields, save your spreadsheet document. Then go back to TidyStock.
Step 8
Select Choose file, to upload the spreadsheet you have just created, then click Import Suppliers.
Step 9
If you go to your list of suppliers now, the three new suppliers you have imported should have appeared.
ate_nex
Posted: Tue 10 Jan 2023
