How to import and batch update suppliers

Note! This is only for stand-alone (i.e not integrated) or companies using file-based integrations

How to import suppliers

Go to Suppliers and Select Import

Export the template file, by selecting Export file to compare

Populate the export file with supplier data from your accounting system

Paste the data into the import area and select Continue

CostTracker will then try to recognize the columns. If any columns are not identified, then you can choose the correct column header and select continue to finalize the import.

How to batch update suppliers

First, export the suppliers similar to the method described in the above section. Then make the necessary changes to the file while keeping the Database ID column unchanged. This column will be used to identify the supplier that will be changed.

When done, then import the file again using the import sequence above. 

You can also find a short video on this here: