Importing customer/manufacturer/supplier data and contact data

If you already have your list of customers, manufacturers and supplier information including contact information (email addresses, phone numbers, mailing addresses, etc.) in another database or in a spreadsheet, you may find it easier to perform a "bulk upload" of this information directly into Stitchex rather than re-entering this information one at a time within Stitchex.   You can also download the information again later, make changes and then upload again using this Bulk Upload method.  

Uploading

Click the plus sign next to Contacts located on your left, main vertical menu as shown in Figure 1 below.

  1. Select Customers, Suppliers or Manufacturers from the sub-menu as shown in Figure 1 below.
  2. Click the Upload icon in the top right corner as shown in Figure 2.
  3. Either "Choose File" to browse for your existing file if you know it is in the correct format.  Or, click the "company" link to download a new template file that you can populate with your data.  (Figure 3).

Figure 1:

Figure 2:

Figure 3:

You'll notice a link to download example spreadsheets that describe the exact structure required for your spreadsheet before uploading. You should download these and transform your existing spreadsheet into the same format with the same column headers before attempting to upload.

We recommend upload a UTF8 encoded CSV file. If you are using an older version of Excel that cannot produce a valid CSV file, you can upload a .xls file.

Company import spreadsheet format

A company spreadsheet file can be uploaded to update company data for your customers/manufacturers or suppliers. The valid columns are detailed below.

name
 The company name. Required on every row.

reference
Enter a reference for your customer.

country
 Two letter country code as specified by  the Nations Online List.  Used for segmenting in reports and filtering.

city
 The city of the company. Used for segmenting in reports and filtering.

website
 The company website.

notes
 Private notes associated with this customer/manufacturer.

channel_id
 Specify which pricing Channel will be used for this customer.  What you define din Settings>Channel.  

customer_type
 Specify the type of customer (e.g. wholesale, retail).

Tags
 Specify the tags for the customer (e.g. stylist, press).

address_line_1
 address_line_2
 address_line_3
 address_city
 address_state
 address_postcode
 address_country - (as specified by  the Nations Online List.)
 Postal address associated with the company. You can add additional lines to your spreadsheet to include additional addresses. The 'name' column is required on the additional row in order to associate the address with the correct company.

address_default_for_billing
 The address to use as a default for customer invoices.

address_default_for_shipping
 The address to use as a default for shipping products.

default_tax_level
 Default tax/VAT percentage for this customer.

agent
 The name of the agent to associate this customer with (as entered on the Settings -> Agents page).

vat_number
 VAT number for this customer or suppler.

currency
 The three letter capitalized currency code (e.g. "USD") for this supplier.

default_payment_terms
 Default payment terms for this customer.

contact_first_name
 The person's first name. (Only required field).

contact_last_name
 The person's last name.

contact_position
 The contact's position/role.

contact_phone_1
 The contact's phone number.

contact_phone_2
 Alternative phone number.

contact_email
 The contact's email address.

contact_notes
 Private notes relating to this contact.

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