Skip to content
English
Customer portal
Go to formalize.com
  • There are no suggestions because the search field is empty.

Import Suppliers

The New Import feature allows you to quickly add suppliers in bulk. This new import is easy to use, provides better stability, allows for data validation, and flexibility compared to the previous version.

Overview

Our new Suppliers Import comes with several improvements:

  • Import up to 2,000 suppliers at a time

  • Support for custom relations, allowing suppliers to be imported with their connections

  • Ability to preview, edit, and fix errors directly in the product before importing

  • Automatic mapping of fields and dropdown options when possible

  • Improved data validation and formatting

  • A new “Import suppliers” permission

How to import suppliers

Step 1: Upload your file

In the Suppliers section, click on the top right corner Options → Import.



You can now upload any Excel files (.xlsx) or CSV files (.csv) -  it does not need to follow a specific template, although you can still download our template.

Step 2: Choose the relevant sheet (if applicable)

If your file is made up of several sheets, choose which sheet cointains the data to be imported.

Step 3: Choose the header row

Select the row that corresponds to the header in your Excel file (the row that cointains the name of the column).

Step 4: Map columns to fields

Map the columns from your file to the corresponding fields in the platform. Fields and dropdown options are automatically mapped if they already exist and match. Dropdown fields (single and multiple select) must be mapped to import successfully. Custom relations can also be mapped at this stage. 

A yellow warning will alert to unmatched fields. You can correct these directly by clicking on the dropdown and selecting the corresponding field.

Step 5: Preview and fix errors

Before importing, you’ll see a preview of your data. Fields with invalid data will be marked in red. From here you can:

  • Review all rows before confirming

  • Fix validation errors directly in the interface

Rows with errors will not be imported.

Step 6:  Import suppliers

Once everything looks correct, click Import. The import runs in the background. You will receive an email notification once the import is complete.

Good to Know

  1. A new permission in Access Roles has been added: "Import suppliers". This has been given to all users who have the permission to create suppliers.
  2. The system automatically helps clean and validate your data by: parsing dates in multiple formats, handling phone numbers with or without country codes, cleaning up invalid or unsupported values where possible. This reduces manual work and improves import success.
  3. Any Excel or CSV file can be uploaded — templates are optional. Because of this flexibility, a mapping step is always required. If you upload a file exported from the platform, or our provided template fields will be mapped automatically. The old supplier template is still fully compatible with the new import.
  4. This functionality will soon be available also for Processing Activity, Systems, Risks, Customers, Contracts, Processes, Assets, Business Functions, Data Subject Requests, Incidents.


Ilaria
by Ilaria Iannaccone, Customer Enablement & Onboarding Team Lead

We hope this article was helpful and that you now have a clear understanding of how to work with our New Import for Suppliers.

For any additional support, you are welcome to reach out with any questions by email, at support@formalize.com.