Importing and Exporting Suppliers Lists

Overview:

The ability to import and export supplier information can help save you time when you are managing your suppliers.

• Part One: Importing a List of Suppliers
• Part Two: Exporting a List of Suppliers

Preconditions:

Preconditions are the necessary settings, permissions, and items created in your software to allow the feature to work.

• Access to the following modules: 
  • Point of Sale
  • Inventory
  • Suppliers

Steps: Part One

Follow the below steps to import a list of suppliers:

1. Go to the Suppliers Module. 
2. Click on the "Upload List" button near the upper right-hand side. 
3. Click "Download suppliers CSV template" in the pop up window. 
4. Open the downloaded Excel document and erase the example supplier.
5. Fill in the needed Information for each supplier and Save the Excel document. (Only a Company Name is required for import. Everything else can be left blank)
6. Back in foreUP in the "Upload List" pop up window, click "Browse for File)
7. Find the saved Excel document on your computer and "Open" it.
8. Once the Excel documents format has been verified as CSV, click "Continue" 
9. Match the source columns to their destinations in foreUP and click "Next".
   • (Example: Company Name > Company Name, Email > Email, Etc.) 
10. Preview your import for accuracy and click "Next".
11. Click "Start Import". (Optional: An email address can be entered to be notified when your import is complete.)

Steps: Part Two

Follow the below steps to export your list of suppliers:

1. Go to the Suppliers Module.
2. You can export your entire suppliers database or you can select specific suppliers;
   • Option 1: To export your entire customer database click the "Export List" button near the upper right-hand side.
   • Option 2: To export a specific selection of suppliers, click the Checkboxes next to the suppliers you want to export and click the "Export List" button near the top right-hand side.
3. An Excel file will be downloaded to your computer. "Open" the file to view your exported suppliers list.

If you get an error that prevents you from importing your Suppliers List, please email your excel file to [e-mail] and a foreUP team member will help you enter your data.

FAQ: 

Q: How do I manage my suppliers in foreUP?

A: Please see the article How to Create, Edit and Delete Suppliers.

For further assistance, please contact our Support Team at [e-mail] or 800-929-5737