To import your suppliers to your account, follow these easy steps:

1. Export your supplier names, codes, and email addresses from your accounts package and make sure the file is in CSV format.
2. Add column headers for supplier name, supplier code, and supplier email address to the first row of your CSV file. Note: supplier email addresses are not required.
3. On the top right of the page, click the cog and select 'Company Settings' from the list.
4. From the menu on the left, select 'Suppliers'.
5. At the bottom right of the page, click 'IMPORT SUPPLIERS'.
6. In the popped up box, click 'Select CSV File' at the top.
7. Map your column headers to the correct fields:

   1. Code = Your supplier’s code 

   2. AP-Code = Your supplier’s code, if left blank the system will automatically make this field your supplier’s code for you 

   3. PO System Code = The supplier code used by your 3rd party PO system, if left blank the system will automatically make this field your supplier’s code for you 

   4. Name = Your supplier’s name 

   5. Email = Your supplier’s email address* 

   6. Contact Name = Your contact’s name in this company 

   7. Telephone = Supplier’s phone number 

   8. Address Lines 1 –4, City, County, Region, Post Code & Country = Supplier’s address lines 

   Click 'IMPORT (SUPPLIERS)'.
8. Please allow some time for the import to complete, which may take a few minutes depending on the size of your CSV file.

Please download the attached PDF for further assistance