This article discusses how to import suppliers in bulk. Naturally, only users with supplier management roles will be able to perform the actions.


How to import Suppliers in bulk:

You need to prepare the data about your suppliers and fill in our template. Then you will be able to upload your suppliers' list in Precoro. It may be easier and quicker to export the supplier data from your accounting system.
But, of course, make sure you have no duplicates or outdated suppliers.

Tips on how to fill in Precoro's template:

It might be easier and quicker to copy and paste any current codes and payment terms into the file from Precoro.

If your supplier has more than one currency, you may enter it with a comma. 

If you need more than one payment term for the supplier you can paste it with a semicolon (;).

If you need to add two and more contacts per supplier you can add more columns (* it works only with the contacts):

Make sure you have deleted any duplicates in the file before importing the information.

How to update/deactivate Suppliers in bulk:

The update works exactly like the import. You have to export your suppliers' list and can edit any of the unblocked cells. 

The blocked and uneditable columns: # and currency code

How to add more than one currency to the suppliers' in bulk:

    1. Go to Supplier Management  Manage suppliers Update Suppliers;

    2. Download your suppliers’ list in the Exel file and make the required changes: add new currencies in column F with a comma.
Make sure you haven't deleted any existing currency. Your supplier's list will not be updated with any deleted currency.

And please note that if you have an integration with QuickBooks and your suppliers are integrated with it, the box with currency would be blocked.