Supplier Data Upload

These are the common fields used when uploading supplier data. Template attached below.

Field	Detail
SupplierNumber	Optional, unique when entered
SupplierName	This is the supplier name and must be unique
AddressLine1	Supplier Address Line 1
AddressLine2	Supplier Address Line 2
City	Supplier City
StatesName	State or province name. Abbreviations will convert to full name on import
PostalZip	postal or zip code
CountriesName	Full Country Name
PhoneNumber	Supplier Phone Number
Email	Supplier contact email

Unique Supplier Number and Supplier Name

To ensure that your field data is unique, you can perform conditional formatting in excel.

Highlight the column
Click on Conditional Formatting in the top ribbon (on Home tab)
Select Highlight Cell Rules > and then Duplicate Values...
By default this will highlight duplicates with a light red color... click OK
Any duplicate values will be highlighted... make changes and highlighting will disappear

Upload Data

To upload supplier data into your tenant, go to Data > Overview. Then drop your formatted data file onto the suppliers card. If you used the template then your fields should match the database fields. Scroll to the right to confirm all fields have a check mark. Any that have an exclamation

will not be uploaded. You can either match these to a database field by finding it in the dropdown or leave as is. Once you have reviewed your fields click Upload Supplier.

A success or error message will appear onscreen and you will receive an email with upload results. Large lists will take some time to upload. Click on Suppliers card to see results of your upload.