Skip to main content

How to import suppliers in bulk

Maxime avatar
Written by Maxime
Updated over a week ago

Banqup lets you import suppliers in bulk thanks to an Excel spreadsheet containing your suppliers' data.

  • Go to the

    Customers & Suppliers menu

    017-customers-suppliers.png


  • Click on the Suppliers tab

    018-suppliers-tab.png


  • Click on Download the Excel import template

    021-download-excel-template.png


  • Fill in the import template
    The existing data in the Excel file is purely indicative. Use it as a basis to fill in the data of your own suppliers (and don't forget to clear out the example data).

  • Upload the filled-in spreadsheet by clicking on Upload your suppliers

    022-upload-your-suppliers.png


    Any error will be displayed together with details on how to fix it.

After a successful import, your suppliers will be displayed in your list of suppliers.

Warning: if any conflict arises with the automatic numbering of suppliers, please turn off the auto-numbering setting (Settings > Automation > Autocreate suppliers > OFF)

Did this answer your question?