How to Import Supplier Branches

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Import Suppliers

To prepare to import supplier branches into Simpro Premium:

1. Download and enter data into the Supplier Branches Import Template:
   • Australia
   • New Zealand
   • United Kingdom
   • United States
   • Netherlands
   • Ireland
2. Alternatively, create your own import list and leave out any fields that do not apply to your supplier branches, and add fields to import any custom fields defined in System Setup.
   • To update the Payment Terms (Type) field using the supplier branch import, enter either 'invoice' or 'month' in the column. The Payment Terms (Days) field is a value for the number of days, or blank for cash on demand (COD).
   • Learn more in How to Use Custom Fields.
3. Save your file in your system as a compatible file type: CSV, TXT, or ZIP. Consult your spreadsheet software for file saving instructions if required.
4. Separate your data using the same or similar headings as the Supplier Branches Import Template.
5. Ensure information is accurate, up-to-date and spelled correctly.
6. Remove any special characters (such as ? # $ % @ !) as these may not import correctly.
7. Save your file again.

You may wish to test the import process with one or two supplier branches before importing an entire list.

To import supplier branches:

1. Go to Utilities > Import > Suppliers > Supplier Branches.
2. Under First Record Is, select Header Record if the first row in your list is column headings, or select Data Record if the first row in your list is data.
3. Under Import Option, select what Simpro Premium does if you have duplicate supplier branches:
   • Select Update Only to only update existing supplier branches and not create new supplier branches.
   • Select Update and Create to update existing supplier branches with a matching name or supplier ID, and create new supplier branches that do not exist in the system.
   • Select Create Only to ignore any supplier branches with existing matches and only create new supplier branches.
   • Select Always Create New to create all supplier branches in your list as new supplier branches even if they match an existing supplier branch.
4. Click Browse / Choose File and locate your supplier branch list.
5. When your list has uploaded successfully, click Next.
6. The each column of your uploaded file is listed under First Row. If the column headings are an exact match, the corresponding Simpro Premium field is selected automatically.
   • You can manually select fields that have not matched automatically.
   • Select Ignore to exclude the column from the import.
7. Click Import Supplier Branches.

If you are importing a large number of supplier branches, you can navigate away from the import page and return later.

After uploading an import file, the Supplier Branch Import Complete page displays a breakdown of your import, including Supplier Branches Added / Updated / Ignored / Errors In File and New Custom Field List Items Made.

If the import was not successful, an error message appears.

If the import was successful, click supplier branch imported successfully to download a CSV file of imported supplier for your records.

After a successful import, it is recommended you manually check imported supplier branches to ensure data has imported correctly. To do this, go to People > Suppliers, click an imported supplier, and check Profile > Branches for errors. Manually amend if required.

Learn more in How to Create Suppliers.

For additional training, complete an interactive material in the Simpro's Learning Toolbox. Learn more in About Simpro's Learning Toolbox.