To import suppliers, use the csv file suppliers.csv.
The file has the following rows:
company_name: For each row, the company_name OR a given_name and a surname is required.
tax_number: optional The tax ID number of the customer, if applicable. given_name: Name of the contact in the company
surname: Name of the contact in the company
title: optional i.e. Mr., Ms, Dr., etc
The sets of terms assigned to a customer must match one of the sets previously uploaded for Payment Terms.
terms discount : required The discount, in percent, allowed if the bill is paid within the discount period.
terms discount_period: required The discount period in days.
terms net: required The number of days immediately after the bill date that the bill is due.
contact_number_1 optional. Phone number.
contact_number_2 optional. Phone number 2
credit_limit optional. If this supplier has a credit limit, enter it here.
enabled required Set this to TRUE if you want to be able to enter purchase orders or bills for this supplier.
expense_account: optional The name of the GL account to which items from this supplier should be posted. This must exactly match the name of an account in your Chart-of-Accounts.
default_currency: optional The default currency for purchase orders, or bills from this supplier. i.e USD, CAD, EUR The currency code must comply with codes specified in ISO-4217
identifier optional If you are exporting data from another system, this could be a unique identifer for the supplier as assigned by that system. If present, this identifier can be used during A/P import to reliably identify the supplier.
default_adjustment optional The name of the Adjustment to be applied to line items on quotes, sales orders, and invoices. This must exactly match the name of an Adjustment Type uploaded previously.
To import supplier's bank details ( for electronic payments like ACH, EFT, Wire), use the following fields to bring in the details. These fields are optional.
direct_eft_bank_name: Name of the bank.
direct_eft_iban: IBAN code for bank (European banks mostly for International payment)
direct_eft_swift_code SWIFT code for the bank (for International Wire)
direct_eft_account_number: Account number within the bank
direct_eft_routing_number: Routing number of the bank for ACH Domestic
direct_eft_name_on_bank_account: The name of the bank account holder
direct_eft_address_line_1: The address of line 1 the bank.
direct_eft_address_line_2: The address line 2 of the bank.
direct_eft_state: The province/state of the bank's address.
direct_eft_city: The city of the bank's address
direct_eft_country: The country of the bank's address
direct_eft_postal_code: The postal code of the bank's address
direct_eft_phone: The phone number of the bank
direct_eft_fax_number: The fax number of the bank
You can also specify custom fields which are additional fields you can use to store additional information about a supplier.
The available custom field types are as follows:
text_field Use this to define a field where you enter a relatively small amount of text. i.e. East, West, Engineering, etc.
text_area Use this to define a field where you can enter lengthy amounts of text such as sales terms, supplier notes, etc.
decimal_field Use this to define a field capable of storing decimal numbers (ie. 45.4356)
integer_field Use this to define a field capable of storing integer numbers. (i.e. 1, 2, 3)
boolean_field Use this to define a checkbox field.
Example custom fields:
"text_field Sales Region" East, West, North, or South
"text_area Notes" This supplier is new. Flag incoming product for special inspection.
"decimal_field Certification Number" 1256.13
"integer_field Supplier Class" 5
"boolean_field COD Only" TRUE or FALSE