Import Supplier Contacts

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Introduction Use the import supplier contact option to upload New or Existing supplier contacts from a csv file.

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Download Template File

Select the Download Template File button to download a CSV template file. The file will contain the column headers, under which you need your supplier contact data when looking to import new supplier contacts into Supplier Manager.

• Use the Help option to understand both the purpose of each supplier contact attribute field, but also the expected format / length i.e 255 character limit (if it applies)
• Once you have added your supplier contact data, save the csv ready for uploading.

Select CSV File to Upload

Select the Select CSV File to Upload button to choose the csv file you wish to upload.

• Once selected, the import will be initiated, and the successfully imported supplier contacts will then be listed to confirm they have been imported into the staging form.
• Before they can be imported, staging supplier contacts must be validated. To do this, select the specified records, or all records and click the validate button.
• Staging records that have been successfully validated can be imported. To do this, select the specified records, or all records and click the promote button.
• If the validation of a staging record results in errors being identified, you can open the individual record's details and correct the error(s) as directed. Once modified, the status of the staging record returns to unvalidated and must be validated again successfully before it can be imported.
• If a valid supplier contact id is provided, the existing supplier contact will be updated. If no supplier contact is provided and if the supplier provided is valid, a new supplier contact for the specified supplier will be created.
• Once staging records have been imported, you can remove all records from the staging form, or just the ones that have been successfully imported.