Note: You can find a sample CSV file attached at the bottom of this article.
Step 1. Prepare your CSV File with your Supplier Information
Before you can import your suppliers into QuoteMachine, you'll need to create a CSV file with your suppliers information. Make sure your CSV file adheres to the following guidelines:
You must use a spreadsheet program such as Microsoft Excel or Google Sheets
Ensure that the data in each column is correctly formatted and free of errors
Include a header row with column names. Your columns should include the following:
company_name
email
phone_number
phone_extension
billing_street
billing_city
billing_state_code
billing_state
billing_postal_code
billing_country_code
billing_country
shipping_street
shipping_city,shipping_state_code
shipping_state
shipping_postal_code
shipping_country_code
shipping_country
default_tax
tax_number
notes
deleted
Note: You can find a sample CSV file attached at the bottom of this article.
Step 2. Import CSV File into QuoteMachine
Once you have entered the information in your CSV file, you can import the suppliers in bulk into QuoteMachine.
Navigate to Contacts and click on the Suppliers tab
From the Supplier tab, click on the Import button
Choose your CSV file and click on Start now
QuoteMachine will now import your Suppliers provided from the CSV file. The importing time may vary depending on how many suppliers you are importing.
Once the import is completed, you will receive a notification that the import was successful.
If you encounter any issues during the import process, reach out to our customer support for assistance by clicking on the chat bubble located at the bottom right of any QuoteMachine window.