Importing Supplier Companies

You can import supplier companies from the Configuration page. You can download CSV and JSON reference files and import those files to the database. You can also import ZIP files with images to attach to the company.

The user who initiated the import receives a 3DNotification when the import ends or fails along with a link to download the log file.

Note: The Import Supplier Companies tab is not available on mobile devices.

To access this page, from the home page, click Configuration. Click the Import Supplier Companies tab.

Before you begin: Ensure that you are importing valid file types and readable data formatted files.
Note: You can run one import at a time.

You can import these fields to add them to a supplier company:

  • Name
  • Description
  • Employees
  • Revenue
  • DUNS
  • Address
  • City
  • Region
  • Country
  • Zipcode
  • Email
  • Website
  • GPS Coordinates (latitude, longitude)
  • Industry
  • Product Categories
  • Phone
  • Fax
Important: Only product categories that are already selected in at least one supplier company can be imported.
For more information, see Properties.

See Also
Activities
  1. To create a CSV, JSON, or ZIP reference file to upload, you can select a reference file to download. Select the file that you want to download, and click > Download.

    You can click the ReadMe file for more information on importing supplier companies.

  2. You can drag the reference file to the drop zone or select click to upload to upload the CSV, JSON, or ZIP files. to Add Import file (CSV, JSON, or ZIP).
    The reference file is shown in the Add Import file drop zone.
  3. Click OK to start the import.
    An alert displays when the import starts. A 3DNotification is sent to the user when the import is completed and a log file, that can be downloaded, is created for each import. A message displays for a successful import, any warnings or errors in the import, or for a failed import. Only one import can run at one time. An error displays for multiple imports running at the same time.
  4. Click Information to view the import details in the Activities tab on the right-side panel.
  5. Click the Log File hyperlink to automatically download the log file.
    The log file consists of Error, Warning, and Info messages. You can also view the log file and other import details from Import History.