Importing Suppliers via Excel
The process of adding suppliers in the Daftra program can be done individually for each supplier or by uploading all suppliers to the system in the form of an Excel file. This guide will discuss how to prepare the Excel file and how to import suppliers from it into Daftra in moments.
Viewing the Appropriate Excel File for Importing the Suppliers
Make sure the Excel file is prepared with all the necessary supplier data to be uploaded to Daftra, such as the supplier’s name, email address, supplier number, business name, telephone, and other data.
The Excel file should be in CSV format, as it is the suitable format for files in English or Arabic.
How to import the Suppliers through an Excel File
Click on “Manage Suppliers” from the dropdown under “Purchases” in the main menu, and press the Import button.
Select the “Comma Separated” option and press “Choose File” to upload the desired Excel file from your device.
- Note: If each column has a title such as “First Name”, “Supplier Number”, do not activate “Import First Row” option. However, if there are no titles for each column in the file, then activate this feature to avoid losing any items during the upload process.
Select the Excel file of suppliers from your device to upload it to the system
Match the data from the Excel file containing suppliers with the corresponding fields in the system, for example, if the email column in the Excel file is titled “Email”, write this title next to the email field on the system so that Daftra system recognizes each type of data being uploaded, then press the “Import” button.
- Note: Fields marked with an asterisk “*” are default supplier fields that you should include in the Excel file, while the rest of the fields can be left blank if you do not wish to upload them through the Excel file.
If the Excel file contains additional columns for data not corresponding to any field in the supplier profile on the system, you can add an extra field to match this column of data, for more about additional supplier fields and their uses, refer to this guide.
This image shows one additional field added to the supplier profile which is “Last Order Amount”, and you must choose what corresponds to them from the data in the Excel file for the mapping to occur successfully.
A message will appear indicating the number of suppliers who were successfully imported, as well as those whose import failed so you can fix the errors that led to their loss.
After successfully importing suppliers via the Excel file, you can go to “Manage Suppliers” dropdown under “Purchases” in the main menu to find your suppliers on the system.
