Excel export
Export Excel button at the top right of the list. Starts an asynchronous export:
- Task created and queued.
- Notification as soon as the file is ready.
- Download from the notification center.
If filters are active, only the filtered suppliers are exported.
Exported columns
Same as the import file (the exported file can be re-imported as-is). Main columns:
| Section | Columns |
|---|---|
| Type | Business? (0 / 1) |
| Category | Supplier category |
| Company | Company name, business registration number, EU VAT number |
| Profiles | Facebook profile (link), Instagram profile (link), Date of first contact |
| Contact | Email, Title, Last name, First name, Phone |
| Address | Company (billing), Address, Additional details, Postal code, City, Country |
| Supplier portal (if enabled) | Supplier portal status, Total paid, Total paid annually |
Field format
- Country: 2-letter ISO code (
FR,BE,DE, etc.). - Title:
MorMme. - Business?:
0(Individual) or1(Business). - Dates:
dd/mm/yyyyformat.
Excel import
Lets you create or update suppliers in bulk from an .xls or .xlsx file.
Preparing the file
- On the list, click Import.
- Template panel: click Download template to get a blank file with the correct headers and a sample line.
- Fill in the file:
- Email: the matching key.
- Existing email → the existing record is updated.
- New email → a new supplier is created.
- Business?:
0for an individual,1for a business. If you enter0, make sure to leave the Company / Business registration number / EU VAT columns blank (or fill them in, it does not matter — they will be ignored since they do not apply to an individual). - Country: ISO 2 code (e.g.
FR). - Dates:
dd/mm/yyyy.
Running the import
- On the Import page, Import file panel: select the file then click Validate.
- The lines are queued and processed one by one in the background. Real-time counter: Total / Imported / Pending.
- Notification once the import is finished.
Checking the results
The table at the bottom of the page shows the status of each line:
- Pending — not yet processed.
- Yes — imported successfully (created or updated).
- Error — error detail shown in red (missing email, unknown country, duplicate…).
The Processed filter at the top lets you switch between the Pending / OK / Error views.
Clearing the import table
Clear import table button: removes your pending lines. Useful in case of an interrupted import or a poorly prepared file.
Special cases
- Email already used: the existing record is updated.
- Unknown category: the value is ignored if it does not exist. Create the category beforehand under Tools > Attributes > Supplier categories.
- Individual without last / first name: the line is rejected — an individual must have a title, a last name, and a first name (for the transfer certificate).
Tip — Bulk update — To change many records at once (fixing addresses, adding a category, updating phone numbers), export the records, change the columns you want in Excel, and re-import. Existing records will be updated; unchanged columns stay the same.