How To Import Suppliers to Tradify

Who can use this?

Platform: Web            Plan: Lite | Pro | Plus            Staff Permission: Settings

Instructions

To get started: 

  1. Head to the 'Suppliers' Page > Then click 'Options' > now 'Import Suppliers From File'.

    Screenshot 2024-01-23 at 12.12.29 PM.png

  2. Now click 'Choose CSV file' and select your Supplier CSV file > Make sure to select if your list has a header row and toggle the setting > Then Click 'Start Matching'.

    Screenshot 2024-01-23 at 12.40.45 PM.png

  3. From here match up the columns by Dragging and Dropping them to match(These will auto-match if you used our template) > Then Click 'Import Supplier File'.

    Screenshot 2024-01-23 at 12.14.20 PM.png

  4. You're all done!

 

Additional Information

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

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