How to import a list of suppliers

The Suppliers import tool allows you to import a list of suppliers from a file in .CSV format. The import tool will prevent duplicate supplier names from being imported. 

The supplier name is the only required field, however, you can also import supplier details such as Contact name, Building, Address line 1, Address line 2, Town, County, Country, Postcode, Email, Phone 1, Phone 2, Fax, Website & VAT number.

Step 1.

Navigate to Tools > Import > Overview.

Step 2.

Click on the Suppliers link under the Purchases column on the right-hand side.

Step 3.

Drag and drop your file on the designated area or click on the Upload a CSV text to select your file from your computer.

Step 4.

Now map the columns of the spreadsheet to the fields on Clear Books. The Supplier name is the only required field. 

Click on Import button to complete.

Step 5.

Select Import All to import all the suppliers on the list. Or use the check boxes to choose a selection of suppliers only, then click Import Selected.