Import Supplier

The Import Suppliers menu allows users to mass import a csv file of new Suppliers. The Import Supplier menu is located under Products → Suppliers → Import Supplier:

In order to successfully import Suppliers into the Softrip application, first use the "Export" option available on the screen. Selecting the "export" option will open a spreadsheet with the pre-determined columns required to create a Supplier database.

Once the file is exported, each row and column should be filled out accordingly by the user. Once the necessary information is added into the spreadsheet, save the spreadsheet as a CSV file. Within the Import Supplier menu select the Magnifying Glass icon and then either drag the CSV file from your desktop into the box or select “Browse” to select the file from your computer.

When the file is uploaded the system will attempt to match the headers from the file to the list Supplier Column headers on the top right. If the system does not automatically match the headers select the header from the CSV Columns menu then select its matching header from the Supplier Columns menu and select the “Map” button.

All mappings can be reviewed within the Current Mappings list on the very far right.

When ready to import select the “Preview” button at the bottom of the page. This will display the data to be imported and the adjoining mappings. After previewing the data select “Import”. The system will then import the Supplier data into the system