Overview
The Import Data tool allows you to efficiently add multiple suppliers to your Leverage account at once using a CSV file. This method gives you complete control over supplier information and is the recommended approach for adding new suppliers to the system.
Before You Begin
Ensure you have admin access to your Leverage account
Prepare your supplier information in a spreadsheet format
Have unique Supplier IDs ready for each supplier (these cannot be duplicated)
Step-by-Step Import Process
Step 1: Access the Import Data Tool
Log into your Leverage account
Click on your username in the bottom left corner of the screen
Select Import Data from the menu options
Step 2: Configure Import Settings
Under File Type, select "Supplier" from the dropdown menu
Verify that the Target Integration displays your correct integration
If the integration is incorrect, select the proper one from the dropdown
Step 3: Download the CSV Template
In the Instructions section, locate the CSV template link
Click "Download CSV Template" to get the properly formatted file
Save the template to your computer
Step 4: Prepare Your Supplier Data
Open the CSV template in your preferred spreadsheet application (Excel, Google Sheets, etc.) and fill in the following fields:
Required Fields:
id (Required): A unique identifier for each supplier
Cannot contain spaces or special characters
Must be unique - no duplicates allowed
Examples: SUP001, VENDOR_123, ACME_CORP
⚠️ Important: This ID will be used to link supplier contacts later
name (Required): The supplier company name
Enter the full company name as you want it to appear in Leverage
Examples: "Acme Corporation", "Global Supplies Inc."
Optional Fields:
tags: Labels to categorize your suppliers
Use comma-separated values for multiple tags
Examples: "preferred,domestic" or "tier1,electronics"
Helps with filtering and organizing suppliers
Example:
Step 5: Review Your Data
Before uploading, ensure:
✅ Each supplier has a unique ID
✅ All supplier names are correctly spelled
✅ The file is saved in CSV format (.csv extension)
Step 6: Upload Your CSV File
Return to the Import Data page in Leverage
Under CSV File Selection, click "Choose File"
Navigate to and select your completed CSV file
The filename will appear next to the button when selected
Step 7: Import Your Suppliers
Review all settings one final time
Click the IMPORT DATA button
Wait for the import process to complete
You'll see a confirmation message indicating success
Step 8: Verify the Import
Navigate to the Suppliers tab in the left menu
Search for your newly imported suppliers
Verify that all information appears correctly
After Importing Suppliers
Once your suppliers are imported, you'll need to add contacts to activate them for receiving purchase orders:
Each supplier needs at least one contact with the "PO Processor" role
Use the Supplier Contact Import process or add contacts manually
New purchase orders will automatically be sent to suppliers with active contacts
Troubleshooting Common Issues
Import Errors
"Duplicate ID found"
Solution: Review your CSV file for duplicate values in the ID column
Each supplier must have a unique identifier
"Invalid file format"
Solution: Ensure your file is saved as .csv (not .xlsx or .xls)
Use "Save As" and select CSV format
"Required field missing"
Solution: Verify that both 'id' and 'name' columns have values for all rows
Remove any blank rows from your file
Suppliers Not Appearing
Allow 1-2 minutes for large imports to process
Refresh your browser and check the Suppliers tab again
Use the search function with the exact supplier name or ID
Best Practices
Plan Your IDs: Create a consistent ID naming convention before importing. Most commonly will be the supplier ID from your ERP/SOR.
Test First: Import a small batch (2-3 suppliers) to verify the process
Keep Records: Save a copy of your import file for reference
Use Tags: Implement a tagging strategy for easier supplier management
Match IDs: Keep track of Supplier IDs as you'll need them when importing contacts
Next Steps
You can now add contacts to activate suppliers for automation:
Need Help?
Contact Leverage support for help with supplier contact management through the in-app chat or by emailing support@tryleverage.ai.