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How to Import Suppliers Through CSV File in QuoteMachine
How to Import Suppliers Through CSV File in QuoteMachine

This guide will walk you through the process of importing Suppliers into QuoteMachine via a CSV file.

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Written by Emille Law
Updated over a week ago

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.

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