Suppliers and their related details can be created and updated efficiently, using the bulk community Supplier Upload function. This service allows you to use a CSV template to synchronize Unimarket with your Finance ERP system, manage bulk updates, or connect/disconnect suppliers in volume.
Note: This functionality is only available to be completed via sFTP.
Intent
ERP Synchronization: Reflected changes from your ERP back into Unimarket, such as a daily feed of new, removed, or updated supplier records.
Bulk Updates: Efficiently update specific fields like Supplier Tags, Vendor IDs, or Buyer Groups across multiple records.
Connection Management: Connect or disconnect suppliers in bulk without manual entry.
Prerequisites
Role: You must have the Community Administrator or Create Invoices role.
Setup: Ensure File Automation is enabled by your Customer Success Manager and your sFTP connection is established.
File Format and Logic
The supplier upload mechanism is designed for flexibility:
Optional Columns: Most columns in the template are optional.
Column Order: The order of columns does not matter (e.g., a file could contain only an ID in column A and Supplier Tags in column B).
Identification Logic: The system must find either a Community Supplier ID or a Supplier ID. If neither ID is found, Unimarket will create a new Lite Supplier.
Important Business Logic
Lite Supplier Creation: If neither the Community Supplier ID nor the Supplier ID is found in the file. Unimarket will attempt to create a new Lite Supplier. The Company or Trading Name is the only required field for this action.
Email Logic: If Remittance Email or Order Email fields are left blank but a Default Email Address is provided, the system will automatically use the default address for those roles.
US Tax Identification: When using the Tax Identification Type column (US only), the Tax Number must follow strict formatting (e.g., EIN must be
99-9999999).Sequence: To ensure data processes correctly, always upload the Supplier Master file before uploading the Supplier Addresses file.
Supplier CSV Field Definitions
The table below details the specific formatting and logic required for the Supplier CSV template.
| Column Name | Description | Format | Mandatory? |
|---|---|---|---|
| Community Supplier ID | The Unimarket-assigned ID for the supplier in your community. | Alphanumeric | Mandatory (if no Supplier ID) |
| Supplier ID | Your internal ERP ID for this supplier. | Alphanumeric | Mandatory (if no Community ID) |
| Profile Type | Individual, Company/Organization (US), or Company/Organisation (AU/NZ). | Alphanumeric | Optional (defaults to Company) |
| Company or Trading Name | The display name of the supplier. Required for creating new "Lite" suppliers. | Alphanumeric | Mandatory for new suppliers |
| Default Email Address | The primary email used for most system notifications. | Valid Email | Optional |
| Payment Term | Must match an existing individual Payment Term Code in your community. | Alphanumeric | Optional |
| Connection State | Set to Connected or Disconnected. | Fixed Value | Optional |
| Tax Number | Format varies by region (e.g., 11 digits for AU, 8-9 for NZ and EIN must be 99-9999999 for US). | Number | Mandatory if Tax Registered = Y |
Troubleshooting
If you receive a "Problem Processing File" email notification:
Go to the Administration module and select File Processing.
Locate the failed file and hover over the "i" icon to view the specific error pertaining to the data.
Correct the CSV file and re-upload to the sFTP inbound folder.
- Supplier Upload - Template.csv377 Bytes