Import Suppliers to Tradify via CSV

Instructions

To get started: 

1. Navigate to the Suppliers Page.
2. Select Options.
3. Select Import Suppliers From File.
   
   
   
   
4. Now click Choose CSV file and select your Supplier CSV file.
5. Make sure to select if your list has a header row and toggle the setting.
6. Then Click Start Matching.
   
   
   
   
7. From here match up the columns by Dragging and Dropping them to match(These will auto-match if you used our template or the column headers match).
8. Then Click Import Supplier File (Depending on the size of the file, This may take some time to complete).
   
   

   Note: If your file returns an error, see this guide: CSV file Errors

   
   
   
9. You're all done!

Additional Information

for more info on Importing see here: How To Import a Supplier Price List