Create new suppliers
To create new suppliers in bulk through the front end, go to the Supplier Page and click on Imports.
Select Add new suppliers and click Next.
Here, you'll be able to download a template and also see all the attributes you can import with this file then click Next.
When you have your file ready, you can drop it here and click Next.
Here you have the chance to match the columns you have on your file to the ones used in Optiply. Once this is done, you can click Next.
This will be the final check. If any columns are incorrect, you'll see the image below.
You can go Back and correct them.
Once the columns are correctly matched, this is the image you'll see. You can then click on Import.
Once the import starts, you can track it from your imports page.
For that, you can go to the Imports/Exports Page (follow the link for more information).
Once the file is finished, you'll be able to see the report.
All the lines in the file that have succeded are in that column. All the lines that were not updated are in the failed column.
Update suppliers
Once the supplier is created, you can update it at any time with the same process as is explained above, but make sure you choose the Option to Update existing supplier and then click Next.
This Option will only allow you to update an existing supplier and will not create a new one. You must select the identifier for the supplier; it can be the supplier ID or the supplier name. Then click Next.
The rest of the process is the same as creating a supplier, as explained above.