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How to import suppliers from an XLS or CSV file

In Moloni ON, you can import suppliers by selecting different columns for the required data.

Follow these steps:

1. In the Client Area, in the top left corner, access the Tools menu and click on Imports.

2. By default, the Import tab is selected. Drag the desired file into the imports area, located in the centre of the page.

3. Moloni ON will notify you when the file is ready. Click on the 3-dot menu and select the Sheets option.

4. Start organising: under Import type, select Suppliers.

5. In the Header line, select the line corresponding to the file's header and click the Apply button.

6. If you wish to update existing information, enable the Update in case of conflict option.

This option allows you to update existing suppliers in the account with new data from the imported file.

7. In each column, under the Type field, select the desired option.

8. You can add new columns by clicking the Create column button.

In the Fixed value field, you can enter "Portuguese", for example. Under Type, select the desired option and click the Create button.

9. You can also remove columns you do not wish to import by clicking the Delete button.

10. Once the information is organised, click the Start import button to import your suppliers.

11. After the import, click on the View imported button.

12. Select all imported suppliers and click on Bulk edit. This feature allows you to update multiple pieces of data simultaneously.

13. Tick the checkbox for the Visible option.

14. Enable the Visible option so that suppliers appear in the listing.

15. To update other data simultaneously (e.g. Address), tick the respective checkboxes to the left of each field and fill in the desired information.

16. Confirm and click Save.

Import complete! Your suppliers are updated and ready to be used in your documents.