Importing Suppliers Data into Edara
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You can easily import supplier accounts using the data import page, where you can upload all supplier records in a single Excel file. This saves time and ensures data accuracy.
Importing Suppliers and Creating Accounts for Each One
- Go to the Data.
- Open the “Data Import” page.
- Select the “Purchase” module.
- Select the checkbox “Create A/P for every new supplier” under the Suppliers section.
- Click on “Download Template”.
- Enter the supplier account names in the downloaded file and save it.
- Select the Suppliers group under the Supplier accounts, which will be added to the chart of accounts.
- Click on “Upload” to upload the completed sheet.
- Click on “Save”.
Importing Supplier Data and Linking it to Related Customer Accounts
- Go to the Data.
- Open the “Data Import” page.
- Select the “Purchase” module.
- Uncheck the option “Create A/P for every new supplier” in the Suppliers section.
- Click on “Download Template”.
- Fill in the supplier names along with their related customer account names in the "Accounts Description" field.
Note: To ensure the account name is correct, copy it from the customer page, from the (A/R account) field.
- Click on “Upload” to upload the completed template.
- Click on “Save”.
If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.
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