Import Suppliers

The Supplier import feature lets you create a new Supplier by importing the basic supplier information, using a CSV file template. You can then manually create a Product for the newly imported Supplier.

Suppliers for each supplier type are imported through separate import methods, as the included fields vary slightly between the types.. This means there are separate import templates for Accommodation, activity, transport and Fees & Insurance. More information on Supplier Types can be found in the Supplier loading guidelines help file.

To import suppliers follow these steps:

1. Access the supplier library by selecting Suppliers in the navigation bar.
2. From the Import dropdown menu, select one of four supplier types to import:
   • Accommodation
   • Activity
   • Transportation
   • Fees and Insurance
3. Selecting the supplier type to import opens a window with a download link to the template.
4. Download the template if you haven’t already done so.
5. When you click on “Import suppliers” and select any supplier type from the drop-down, clicking on the “Select file” button allows you to attach a CSV file that includes all fields of the supplier.
6. Imported suppliers will show in the supplier library.

Note: No suppliers will be added to the supplier library if you attach a file that does not match the format or if the data in that file does not match the format. You can import up to 100 suppliers at once. The Supplier import will duplicate supplier records if the Supplier is already in the your Tourwriter database.

Description of templates

To import Suppliers, you need to populate data in the Import Supplier CSV (Comma Separated Value) file template. The templates can be downloaded from here.

Fields that can be imported include:

• Supplier name
• Price range
• Industry rating
• Booking email
• Phone
• Mobile
• Freephone
• Other
• Website
• Notes
• Description
• Margin type
• Default markup/commission
• Currency
• Payment Terms (generate due date from)
• Payment Terms (days)
• Payment details