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.
Click the plus sign next to Contacts located on your left, main vertical menu as shown in Figure 1 below.
- Select Customers, Suppliers or Manufacturers from the sub-menu as shown in Figure 1 below.
- Click the Upload icon in the top right corner as shown in Figure 2.
- 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).
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.
The company name. Required on every row.
Enter a reference for your customer.
Two letter country code as specified by the Nations Online List. Used for segmenting in reports and filtering.
The city of the company. Used for segmenting in reports and filtering.
The company website.
Private notes associated with this customer/manufacturer.
Specify which pricing Channel will be used for this customer. What you define din Settings>Channel.
Specify the type of customer (e.g. wholesale, retail).
Specify the tags for the customer (e.g. stylist, press).
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.
The address to use as a default for customer invoices.
The address to use as a default for shipping products.
Default tax/VAT percentage for this customer.
The name of the agent to associate this customer with (as entered on the Settings -> Agents page).
VAT number for this customer or suppler.
The three letter capitalized currency code (e.g. "USD") for this supplier.
Default payment terms for this customer.
The person's first name. (Only required field).
The person's last name.
The contact's position/role.
The contact's phone number.
Alternative phone number.
The contact's email address.
Private notes relating to this contact.