Go to your Relationship section. Select ‘Import Relationships’.
The following popup will appear.
Download the import template.
Fill in the required fields.
Re-upload the spreadsheet and you are done!
Business, Consumer and Supplier. If you enter any other nomenclature into that field or leave it blank, it won’t upload.
The Import CSV Columns
The following are the list of attributes found in the csv template, along with what is required in those fields.
Indicate your customer/business/supplier's name
Add the customer/business/supplier's preferred email address
Add the customer/business/supplier's official website
Assign a company code for the customer/business/supplier
Indicate the company type
Phone Number / Fax
Add the customer/business/supplier's office phone and fax numbers
Indicate the customer/business/supplier's tax number
Add the customer/business/supplier's description here
Add notes on this free form field.
Assignee (Assigned Team Member)
Set the email address of the TradeGecko User/Team Member assigned to the customer/business/supplier. Example: email@example.com
Default Payment Term
Set the payment term. Example: NET10
Default Tax Type
Assign the default tax type. Example: Sales/Purchase Tax
Default Price List
Assign the default price list. Example: Retail/Wholesale
Default Ledger Account
Assign the ledger account set-up between TG and Xero.
Contact Name / Phone Number / Email Address / Position / Fax / Notes / Mobile
These fields are meant for the customer/business/supplier's main contact person's details.
Contact B2B eCommerce
This column invites contacts to your B2B eCommerce store. If you input TRUE, TradeGecko will invite your contacts; if you set it to FALSE, nothing will happen. To add contacts individually, you can do so by going to B2B> Customers and make edits to the contacts' access to your B2B store. The default for the column is set to FALSE.
Shipping / Billing Address
Add the customer/business/supplier's Shipping and Billing addresses.