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Importing and Exporting Suppliers

Sofia Khwaja avatar
Written by Sofia Khwaja
Updated over 2 weeks ago

Manage suppliers efficiently with imports and exports. You can quickly add multiple suppliers through Excel import or download existing supplier data using Excel export.


Importing Suppliers

To add multiple suppliers in bulk, follow the steps below:

  1. Go to the Suppliers tab.

  2. Click the three dots (...) in the top right.

    Select Excel Import.

  3. Download the template, then fill in supplier details.

    Once done, upload and click Save.
    ​

    Templates available are:

    • Download Excel Template for New suppliers

    • Download Excel Template for Existing suppliers
      ​


Exporting Suppliers

To download a copy of your supplier data, follow the steps below:

  1. Go to the Suppliers tab.

  2. Click the three dots (...) in the top right.

    Select Excel Export.

  3. An Excel file will automatically download to your computer.

    Open the file in Excel spreadsheets review or update data.

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