Tax's abbreviations, as well as price levels and currencies are not created by the import. We invite you to create/edit your taxes, price levels, and currencies beforehand in erplain. In a second time, fill in your .csv file with the existing tax's abbreviations, currencies and price levels.
Tips for new users If it is your first time importing suppliers via a .csv file, we recommend that you start creating a couple of suppliers manually directly in erplain. Creating suppliers manually is more intuitive and gives you a better insight on the existing fields that will eventually turn into column names in the template .csv file.
Note: Making mistakes on your first time importing suppliers is very common
For your first import, we suggest that you take baby steps and start by importing just a couple suppliers. Therefore, if you make mistakes, you will be able to re-edit your file much faster.
Downloading the template .csv file Importing suppliers can be done directly from the menu Parameters > Import data, thanks to the file "supplier-import-template.csv" available through the "Download" link.
From the screen "Import data", select "Suppliers" (1) and click on "Download" (2).
Opening the template .csv file Once the download is complete, open the file "supplier-import-template.csv" with Google Sheets. To learn how to open and save Google Sheets files, we invite you to watch this video:
Warning: Excel, Numbers an a large majority of spreadsheets are not able to run .csv file in accordance with standards and risk corrupting your file. We invite you to systematically use Google Sheet for your imports.
Understanding the logic behind the template .csv file The .csv file "supplier-import-template.csv" is a template made for importing your suppliers. It is at the same time, your model and once customized, your final document. Its format cannot be modified.
The logic behind this document relies on three items.
Suppliers: Each supplier is represented on a single row and has is own ID (Supplier ID) and Name.
If you have already created suppliers manually before the import, make sure to use new Names and new Suppliers IDs for your import.
Tax: In the column "Tax", the data "HST" corresponds to the tax abbreviation that is not to be mixed up with the tax name.
Price levels: As a reminder, adding a price level to your supplier requires creating a price level "for purchasing" and not "for sales". Of course, the default Purchase has already been created for you.
Uploading my template .csv file to erplain Once the file is edited and saved from Google Sheets, you can upload it to erplain from the menu Parameters > Import data > Browse file > Import suppliers
Warning: Once your file is selected, click on "Import supplier" (Do not click on "Update supplier").
Error messages When a mistake is detected in the file, erplain prevents the file from being uploaded and displays an error message, showing you the mistake to be corrected.
Example, with a non created tax and two already existing customers.
For more information on importing and updating products, customers and suppliers in erplain, please refer to this page.