Suppliers and their related details can be easily created and updated using the bulk community Supplier Upload function. This allows suppliers to be uploaded using a CSV template for the purposes of:
- Synchronizing your suppliers with the suppliers in your Finance ERP system so that changes are reflected back up into Unimarket e.g. a daily feed of new suppliers, removed suppliers, and changes to supplier details.
- Bulk updates to supplier records such as Tags, Vendor ID or Buyer Groups
- Connecting or Disconnecting suppliers in bulk.
Note: this is only available to be completed via SFTP.
File Format
The template is provided below. Note that most columns are optional, and the order of the columns does not matter, eg: you could just submit a file with an ID in column A & the Supplier Tags as column B.
The table below summarises all of the available fields for update via this mechanism.
Column Name | Description | Format | Optional / Mandatory |
Community Supplier ID | The Unimarket assigned ID for the supplier in this specific community. | Alphanumeric | Mandatory - At least one ID must be provided |
Supplier ID |
The Customer’s ID for this supplier (from your ERP). Logic: There must either be a Community Supplier ID, OR a Supplier ID. If neither ID is found, create a new Lite Supplier. Note where there is more than 1 Supplier ID in the same community, the Community Supplier ID must be provided. |
Alphanumeric | Mandatory - At least one ID must be provided |
Profile Type | Accepts one of: - Individual - Company/Organization (US) - Company/Organisation (AU/NZ) New lite suppliers will default to Company/Organization if this column is not provided. |
Alphanumeric | Optional column Mandatory to be populated if the column exists in the upload file |
Company or Trading Name | The display name of the Supplier. Note: This is currently the only required field for creating a new lite supplier. |
Alphanumeric | Mandatory if a new supplier Optional if an existing supplier |
Legal Business Name | The official name of the Supplier. Only applies if the Supplier has a Profile Type of Company/Organization. When creating a Lite Supplier, it will be defaulted as the Company or Trading Name if the column is not included. |
Alphanumeric | Mandatory if column included in file. |
Business Number | NZ Suppliers only for the New Zealand Business Number https://www.nzbn.govt.nz/whats-an-nzbn/about/ | Alphanumeric | Optional |
First Name | The Supplier’s first name. Only applies if the Supplier has a Profile Type of Individual. |
Alphanumeric | Mandatory if column included in file. |
Last Name | The Supplier’s last name. Only applies if the Supplier has a Profile Type of Individual. |
Alphanumeric | Mandatory if column included in file. |
Default Email Address | The default email address for contacting the supplier. This will be used for most email notifications. | Valid Email Address | Optional |
Remittance Email Address | If the Supplier wants users to contact them on a different email address for any remittance-related queries. If this is blank & Default Email Address is supplied, set it to the Default Email Address (same behaviour as UI). |
Valid Email Address | Optional |
Order Email Address | Used if the supplier has a specific email address for order information (eg: the Purchase Order email). If this is blank & Default Email Address is supplied, set it to the Default Email Address (same behaviour as UI). |
Valid Email Address | Optional |
Default Category | Must be a valid 8-digit UNSPSC Category. This will be used as the default for Non-Catalog items for this supplier. | 8-digit number | Optional |
Supplier Tags | Must match existing Supplier Tags in the community. Multiple tags can be provided if comma separated. | Alphanumeric | Optional |
Buyer Groups | Must match existing Buyer Groups in the community. Multiple buyer groups can be provided if comma separated | Alphanumeric | Optional |
Payment Term | Must match an existing Payment Term Code. This can only be one individual Code, not many. If blank, the supplier will be set to the “Use default Payment Term” option |
Alphanumeric | Optional |
Contact Name | Mandatory if any other contact fields are provided. | Alphanumeric | Optional |
Contact Phone | Currently mandatory to create the contact. | Number | Optional |
Contact Email | The contact person’s email address | Valid Email Address | Optional |
Default Contact | Used to set this as the default contact person for this supplier. Either Y or Blank. | Fixed value | Optional |
Connection State |
Either set the Supplier to Connected or Disconnected. There are a couple of specific rules for this field:
Note: This will not generate any supplier-side disconnected email notifications. |
Fixed value | Optional |
Tax Registered | AU or NZ only Accepts either Y or N |
Fixed Value | Optional |
Tax Identification Type | US Only Only accepts one of the following values: -EIN -Foreign TIN -GIIN -ITIN -SSN |
Fixed Value | Optional |
Tax Number | New Zealand & Australia In NZ this must be either an 8 or 9 digit number In AU this must be 11 digit number Is mandatory for AU & NZ if Tax Registered = Yes. US The format depends on the corresponding Tax Identification Type EIN = must be in 99-9999999 format Foreign TIN = appears to accept any character (alpha, numeric, special character) GIIN = Must be in XXXXXX.XXXXX.AA.000 format ITIN = must be in 999-99-9999 format SSN = must be in 199-99-9999 format |
Number | Mandatory for AU/NZ if Tax Registered = Y |