With Peekaboox you can import your suppliers list to your backoffice in just few simple steps!
1. Import your suppliers from another management system
If you used another management software, export the suppliers list in CSV and then upload it to Peekaboox directly. Once your list is exported:
- Go to the suppliers section
- Click on import
- Click on CSV: for the moment only the Comma Separated Values (CSV) file is supported, which is however the format used by practically every software to import or export a contact list, but the Excel format (XLSX) will also be available soon.
- Select the delimiter you prefer
- Upload the CSV file you exported from the previous management system
2. Import your suppliers list "from scratch"
If you want to import your paper suplliers list, or your list is in some other format, you will need to create a new CSV file and import it into Peekaboox. If you don't know how to create a CSV file you can download the template from your back office:
- Go to the suppliers section
- Click on import
- CSV
- Download the template with comma delimiter
How to create your suppliers list in CSV
You can choose to open the file with a text editor, or a spreadsheet. I opened it with good old notepad! :) Once opened the file you will find in the first string the denominators of the suppliers details:
Name, Email, Phone, Street, City, County, Zip, Country, Trn, Cf, Unique Code, Pec
It is not necessary that you enter all the data:
- For a supplier without VAT number the required fields are name, email and telephone
- For a supplier with VAT number the mandatory fields are: the company name, under the heading name, VAT number (Trn) and the email
The template already contains two examples to help you write the suppliers details. The first is the example of a company, let's see it in detail:
Being a company it does not have a tax code. We will therefore replace this element with a simple comma. The same principle also applies to replace non-mandatory data that we do not want to enter!
Conclusion
So what you need to do is simply write the supliers data in the string order, separating it by a comma and insert a comma in place of the field you want to leave blank.
Once you have entered the entire suppliers list in this way, just upload it to your Peekaboox back office, following the same process I showed you before.
From the suppliers section:
- Click on import
- Click on CSV
- Select the delimiter you prefer
- Upload the CSV file
In addition, Peekaboox sends you a summary email in which you will be notified if all the data has been uploaded correctly and, if not, which errors have occurred.
Who has access to this resource?
- Manager
- Accountant