Importing Suppliers
You can import your supplier list into Webship Online. This saves you time when creating a purchase order, as you don't have to enter all supplier details again and can select the correct supplier directly. To import a supplier list, you need to create a .csv file. You do this by making an Excel document and saving it as a .csv file.
Creating the Import File
Webship Online links column headers to data fields in the application. So, always use the correct column header in the import file. A template of the import file can be downloaded at any time with the link to the left of the import button in the application.
You can add the following information, including the corresponding column header. The mandatory fields when creating new suppliers are marked in bold.
- Supplier Number (
supplier_number) - Name (
name) - Contact (
contact) - Email (
email) - Phone number (
phone) - VAT Number (
vat) - Address Line 1 (
address_1) - Address Line 2 (
address_2) - Postal Code (
postal_code) - City (
city) - Province/State (
province_state) - Country (
country)
!> Note: Webship Online only imports the columns from the import file. Do not use the identifier 'phone', otherwise, the phone number will not be imported or overwritten.
Importing Suppliers
Once the file is created, you can import it into Webship Online. Via the supplier overview screen, you can import the supplier list. You do this by choosing import/export in the filters. Then, click on 'import csv file' and select the correct file from your documents.
!> Note: You can choose to overwrite existing rows. This means that suppliers already known in Webship Online will be overwritten. For example, if the phone number is filled in in Webship Online but not in the import file, it will be deleted during importing. It's essential to make the import file as complete as possible. If you don't tick this option, only new suppliers will be imported.