How to Import the Supplier List

How to Import the Supplier List

This article explains how to import the Supplier List
  1. Navigate to the Web Portal and login
  2. On the left-hand main menu, select Contacts->Suppliers
  3. Click on the button
  4. Click on Import Data
  5. Choose Excel as your File Type
  6. Click on  Browse and find your file.  Make sure you DO NOT tick the options Do not execute the "onSuccess" and "onValidate" Scripts. This is used to process your import. 
  7. Click Next
  8. Make sure the Data Import mapping is located correctly.
  9. Select "Don't import the data" On Import Errors.
  10. Click Import Data.
Compulsory Sections: Supplier Name and Status (*Status is always equal to 'Active'). Would be good to include: Phone, Postal Address, Email and NZBN

You can use the attached template to import the Supplier List
 

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