Import & Export Suppliers

TABLE OF CONTENTS

• How to Import new Supplier(s) data
• How to Export Supplier(s) data

In this article, we will cover:

• How to Import new supplier(s) data.
• How to Export supplier(s) data.

How to Import new Supplier(s) data

Consider the following supplier profile which is showing only two suppliers' records before import.

To import supplier data directly from a CSV file instead of manually adding each supplier record:

Step 1: Log in to the Asaan Retail portal.

Step-2: Hover your cursor to the flyout menu on the left and click on the Import tab.

Step 3: On the pop-up window, set Data Type to Suppliers and click on the Download Template button.

Step 4: After downloading the CSV file, open it > Read the instructions > Scroll down > Fill Suppliers' data in the columns under relevant fields like:

• Name - The name of the supplier
• Company - Supplier company name 
• Website - Any website that belongs to a supplier. Usually entered to keep record of catalog of the supplier.
• Phone#1 - Supplier phone number - 1
• Phone#2 - Supplier phone number - 2 
• Email Address - The supplier's email address
• CC Email Address - This can be the email address of the Supplier/Company manager/Sales manager or anyone you want to keep in CC to send purchase order emails to the supplier.
• Category - The category in which the supplier belongs. If the category is already created then the supplier can be tagged to it, else a new category will be created.
• Opening Balance 

Note: Opening balance is the existing balance of the Supplier. 

• If you want to collect an amount from the Supplier (net receivable) then enter a negative amount (e.g. -5000). 
• Else, If you have to pay the Supplier (net payable), enter a positive amount (e.g. 5000).
  
  
  

? Tip: You can also create this table in Google Sheets. Don’t forget to download the Google Sheets file as CSV. (File > Download > Comma Separated Values - CSV)

⚠️ Note: Refrain from removing the # sign in the attributes row or the values in the first row will be imported as suppliers data.

Step 5: After setting up your Supplier data in CSV file format. Select the file and upload it. (Make sure your Data Type is set to Supplier)

Step 6: The process will be submitted as a job as you will be able to see 'Sync in Progress' under Notifications (after uploading the file). After a successful/failed file upload, you will receive a notification and report for a successful/failed upload. To check your import data, hover your cursor to the flyout menu on the left > Click on Purchasing> In the drop-down menu, click on Suppliers. 

You will get your imported Supplier data in the Supplier profile which was initially having only 2 records.

How to Export Supplier(s) data

To export your Supplier data to your system:

Step-1: Log in to the Asaan Retail portal.

Step 2: Hover your cursor to the flyout menu on the left and click on the Export tab.

Step 3: In the pop-up window, set Data Type to “Suppliers” and click on the “Download” button.