Overview
Generally, the Admin section imports are only for new system setup, some of them, such as Suppliers, are fine for general use as it only imports into the Supplier Table and do no other processing.
⚠️Important: Please do not use any of the other imports without first consulting support.
How to Import Suppliers using a CSV
To import Suppliers using a CSV, follow these steps:
Click on Administration
Expand Import Routines
Expand Import Roundsman
Click on Import Suppliers
If your spreadsheet has a header row, tick the first line that is a header.
If you have a bespoke import routine for your company, it will be listed; otherwise, choose standard
Import
Layout (csv) file is as follows:
SupplierCode, CompanyName, ContactName, ContactTitle, Address, City, Region, PostalCode, Country, Phone, Fax, HomePage, VATNo, EMailAddress
📌Note: If you haven't used this before, then suggest just one supplier is uploaded first as a test.