Once you've got your contact data out of your old system and into Excel, you can upload it to Brightpearl in order to create your customer and supplier records. Use the guides below to learn how to export the required data from various systems and how to import data into Brightpearl.
What can I do with a customer/supplier import?
What can it do?
Create and update customer and supplier details, including:
- Name & company
- Contact details – email addresses, phone numbers, address (default only), website
- Nominal code for sales/purchase orders
- Tax code
- Bank details
- Credit terms
- Status
- Lead source
- Owner
- Populate custom fields – create your custom fields first
- Enter an account memo
- Add notes to the customer/supplier timeline
- Specify whether they will or won’t receive email newsletters (bulk emails)
What this import can’t do, but you can do in Brightpearl manually:
- Import multiple addresses
- Add popup messages
- Set the default payment method
- Add a tax number, accounts email address, discount percentage
- Swap the primary contact within a company
