Migrate Supplier

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We make the migration easy for you.
 
You can now export your supplier listing from your current accounting system to excel and fit into Realtimme Cloud template to do a mass import into the Supplier Master.

Note : Not all information will be imported. We only import commonly used fields. You can edit the record and fill in the rest after your import

: How to import your 1000 suppliers'  listings into Realtimme Cloud?


Step 1: At [Setup], click [Supplier Master]

 

 

 

Step 2: Click [ Template ] to download a Supplier listing excel template. (You can upload to Google Sheet and work from there and download again in .xlxs format)

 

The excel template for supplier master will appear as below , from column A (supplier id) to V (Peppol id)

Step 3: Enter the relevant information into each column of each supplier or copy and paste from your current accounting system (in excel). Check with your current vendor how to send to excel.
             Save the file and see Step 4. Some fields can be left blank if not in use (example areaGroupcode in column G)        

              (Suggestion : Enter 2 supplier profiles into the template )

 

Step 4: Click [ Import ] button

         

 

Back to Getting Started        


 

Related Topics

Migrate your chart of accounts

 

Migrate your customers' profile from your current system to Realtimme Cloud.

 

 

 

 

Watch all videos:

Realtimme Training Portal

http://realtimme.cloudapp.net/basic/index.html?Migrate_Supplier.htm