--- title: "Supplier Export/Import" canonical: "https://kb.myframeworks.com.au/space/FRAM/28385346/Supplier%20Export%2FImport" format: markdown --- The Supplier Export/Import function allows you to export and import supplier data to make bulk changes to your suppliers in Frameworks. Common uses for this function include: - Moving or copying a range of suppliers from an external database into Frameworks. - Making changes to a range of supplier settings in bulk, such as Supplier Group or Supplier Account Status. - Enabling or disabling the **Auto Generate Invoices** setting across multiple suppliers to support OCR invoice workflows. > ✅ Refer to [Supplier Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28390076) for managing individual supplier records. > ⚠️ **Important ** > ⚠️ > ⚠️ This process involves downloading a template CSV file, editing it with your required data, and uploading it back to Frameworks for processing. Only fields selected in the Update Field list will be exported or updated on import. --- ## Accessing Supplier Export/Import To access the Supplier Export/Import function: 1. Click the **Frameworks Menu** and navigate to **Payables > Maintenance > Supplier Export/Import** from the navigation tree. 2. The **Import Criteria** tab opens by default, with the **Process** field set to **Import**. ![image-20260605-014222.png](media://d67421bd-ac2f-426e-9c2f-8cfff65d9b72) --- ## Downloading a Template Downloading a template is recommended as it provides the correct CSV file format with the appropriate column headings for your import. ![image-20260605-014329.png](media://9046ff84-08f2-4a90-b5e1-cc5b0f7b954c) ### Steps 1. From the **Process** drop-down menu, select **Export**. 2. From the **Update Field** list, select the fields you want to include in your template (hold the CTRL key to select multiple fields). 3. Use the **From Supplier** and **To** fields to filter the range of suppliers included in the export. Leave both fields blank to include all suppliers. 4. Click **Submit** to send the export task to the Task Scheduler. You can choose to download a template without any data by clicking the **Download Template Only (No data)** button. The template file downloads instantly and can be opened, edited, and saved as a CSV file to your PC. --- ## Uploading the Import Once you have edited your CSV file with the supplier data you want to import, you can upload it to Frameworks. ![image-20260605-014222.png](media://d67421bd-ac2f-426e-9c2f-8cfff65d9b72) ### Steps 1. From the **Process** drop-down menu, select **Import**. 2. From the **Update Field** list, select which fields you want to update from your CSV file (hold the CTRL key to select multiple fields). Available fields are the same as listed in the [Downloading a Template](https://kb.myframeworks.com.au/space/FRAM/28385346/Supplier+Export%2FImport#Downloading-a-Template) section above. 3. Click the **Upload CSV** button to open the **File Upload** window. 1. Click the **Browse** button to browse your PC. 2. Select your edited CSV file (`supplier.csv`). 3. Click **Open** to confirm the file selection. 4. Click **Upload** for the file to be ready for import. 5. The filename displays in the **Import File** area once uploaded. 4. Choose to enable or disable the **Report Only** checkbox. 5. Click **Submit** to send the import task to the Task Scheduler for processing. When the **Report Only** checkbox is enabled, Frameworks validates your data and produces a report of any errors that need to be corrected in your CSV file before the actual import can proceed. --- ## Import Rules - Records are matched using the **Supplier Code**; this field must be present and valid in your CSV file for a row to be processed. - Only fields selected in the **Update Field** list will be updated. Fields present in the CSV but not selected will be ignored. - The **Auto Generate Invoices** field accepts **Y** or **N** only. This field controls whether invoices are automatically generated in the Stock Invoice Approval screen when a supplier invoice is received via the Frameworks OCR scanner. - Invalid or unrecognised supplier codes will cause the affected row to be skipped and logged in the output report. - The import will update existing supplier records only. It does not create new supplier records. - When errors are encountered during validation, failed rows are output in an error report. If there are no errors, no failed output is produced. --- ## Schedule and Output Tabs The import and export tasks are recommended to be run as a once-off by clicking the **Submit** button on the **Import Criteria** tab. For large imports, the task can be scheduled to run after hours via the **Schedule** tab. After a task is submitted, the screen navigates to the **Output** tab where you can view any generated reports, including validation results from **Report Only** runs and import processing summaries. If the **Report Only** option was enabled and there were no errors in the generated report, repeat the upload process with **Report Only** disabled to commit the changes. If there were errors, resolve them in your CSV file before importing. > ✅ Refer to [Scheduled Task - Scheduling and Output](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28402256) for information on scheduling tasks and viewing output. --- > ✅ ## Related Information > ✅ > ✅ - Refer to [Supplier Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28390076) for managing individual supplier records, including the **Auto Generate Invoices** field under the Trading Terms tab. > ✅ - Refer to [About Supplier Invoice Scanning](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28377968) for information on the OCR invoice scanning workflow. > ✅ - Refer to [Scheduled Task - Scheduling and Output](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28402256) for information on scheduling tasks and viewing output.