Import supplier data

Follow the steps in this help article to import your supplier data.

J
Written by Jack
Updated over a week ago

If you need to add suppliers in bulk or require changes to several existing suppliers, we recommend using the import tool.

The maximum number of records/suppliers is 10,000 per CSV file import.

Please note: Before completing a supplier import, please download and read the full Supplier Import Specification. You can also download a Supplier Import Template CSV file if required.

General Rules

  • File must be .csv.

  • Column headers are required for data fields that need updating. Header names are space and case insensitive.

  • If the file does not contain the required data fields, the whole CSV file will be rejected.

  • If the file contains any extra headers not recognised, the whole CSV file will be rejected.

  • If an existing supplier is found with the same name, the existing supplier is updated.

  • If any data field on a record has an error, the record is skipped, and processing moves onto the next record.

Import suppliers

1. Within the Invoicing module navigate to Finance and choose Suppliers under the Suppliers heading.

2. Click Import then Browse and find the CSV file containing your suppliers.

  • Set Test Mode to Yes if you wish to test the data file for any issues before importing directly to the Account. We recommend always testing first before completing an import.

  • Click View Full Details in the File Processing Complete banner to view the details of the test import.

  • A processed test mode email notification will be sent to you with a summary of the test results.

3. Click the Import button.

4. Click the View Full Details in the File Processing Complete banner to view the import Details results.

  • New records - number of new users created.

  • Updated records - number of existing users changed.

  • Skipped records - use the feedback given for each skipped record to make corrections to the record before importing again.

5. Check the processed file email notification sent to you matches the import record totals.

If an unexpected error occurs, please contact support@expensein.com for help and guidance.

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