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.

In Moloni ON you can import suppliers from an XLS or CSV file, choosing which column of the file matches each supplier detail. It is the fastest way to bring all your suppliers into your account, without creating them one by one.

Prepare the file with one header row and one row per supplier. If you give the columns the same names as the Moloni ON fields - Code, Name, VAT number or Address - Moloni ON matches some of them on its own and you only have the remaining ones to confirm.


Follow these steps:

1. In the Client Area, in the left side menu, go to Tools, click on Imports and choose XLS/CSV.

Moloni ON side menu open on Tools, with Imports expanded and the XLS/CSV option highlighted.

2. Drag the file into the upload area, in the centre of the page, or click that area to choose it from your computer.

Imports XLS/CSV screen with the drag and drop area highlighted.

3. Moloni ON lets you know when the file is Ready. Click the three-dot menu on the file's row and select Sheets.

List of imported files with the three-dot menu open and the Sheets option highlighted.

4. Start organising: under Import type select Suppliers.

Import type list open, with the Suppliers option highlighted.

5. Under Header line select the row with the column names and click the Apply button.

Header line field filled in with 1 and highlighted, next to the Apply button.

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

Update in case of conflict option enabled and highlighted at the top of the column organisation screen.

7. In each column, under the Type field, select the desired option. Moloni ON suggests a type for some of the columns based on the file header, so go through every column and confirm what is selected.

Column #0 card with the Type field highlighted, filled in with Code.

8. The list shows every detail you can import for a supplier - from the Code and the VAT number to the IBAN, the Payment method or the Maturity date.

Open list with all the column types available for the supplier import.

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

Create column button highlighted in the top right corner of the column organisation screen.

10. In the Fixed value field enter the text you want to apply to every row, choose the Type and click the Create button.

Create column window filled in with a fixed value and the Note type, with the Create button highlighted.

11. You can also delete the columns you do not wish to import, using the close icon on the column card.

Column #0 card with the delete column icon highlighted.

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

Start import button highlighted in the top right corner of the column organisation screen.

13. When the import finishes, click the View imported button.

Import complete window with the View imported button highlighted.

14. If the import shows errors and/or alerts, click the Download list button to check them. The file shows the rows that were left out and the reason for each one.

Import failed window with the Download list button highlighted.

15. The Suppliers - Imported list shows everything that came in from this and from previous imports.

Suppliers - Imported list showing the suppliers from the example file.

16. Select all the imported suppliers and click on Bulk edit. This feature allows you to update multiple data sets simultaneously.

List of imported suppliers with every row selected and the Bulk edit button highlighted.

17. Enable the checkbox for the Visible option.

Supplier bulk edit screen with the checkbox of the Visible option highlighted.

18. Enable the Visible option so that the suppliers appear in the list.

Supplier bulk edit screen with the Visible option toggle switched on and highlighted.

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

Supplier bulk edit screen with the checkbox of the Address field highlighted.

20. Confirm and click Save.

Supplier bulk edit screen with the Save button highlighted.

21. Moloni ON shows you which fields will be changed and in how many suppliers. Click the Apply button.

Bulk edit confirmation window with the Apply button highlighted.

22. Once the processing is done, click the Finish button.

Completed bulk edit window, with 7 suppliers updated and the Finish button highlighted.

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

Moloni ON supplier list already showing the imported suppliers as visible.