How to Export Suppliers
- Navigate to Setup in the left-hand side panel and select Suppliers.
- Click the Export button in the toolbar.
- Choose one of the following export options:
- Copy to clipboard – copies the data to your clipboard so you can paste it directly into Excel or Google Sheets using Ctrl + V or right-click → Paste.
- Save to file – downloads a .csv file to your browser's default Downloads folder, which you can then open or import into Excel or Google Sheets.
Tip: When opening a CSV file in Excel, use the Import option to control data formatting and ensure values such as postal codes are read correctly.
How to Import Suppliers
- Navigate to Setup in the left-hand side panel and select Suppliers.
- Click the Export button and select Copy to clipboard to get a copy of the current data as a starting point for your import file.
- Paste the data into Excel or Google Sheets, make your changes, and copy the updated data back to your clipboard.
- Click the Import button in the toolbar. The import dialog will open.
- Paste your data into the dialog by clicking the paste area and pressing Ctrl + V, or by clicking Click here to select a file.
- Review the data preview to verify the values look correct. Click Raw data to toggle a side-by-side comparison of your raw input against the data to be imported.
- Click Import to apply the changes.
Import Validation Rules
Before importing, make sure your data meets the following requirements. The import dialog will display inline error messages for any invalid values.
| Field | Validation rule | Error message |
|---|---|---|
| Id | Must match an existing or valid supplier ID format | Invalid Id |
| Name | Cannot be empty | Value is required |
| Country | Must be a valid ISO country code (e.g., US, GB, DE) |
Invalid country code |
| Contact Email | Must follow standard email format (e.g., name@company.com) | Please enter a valid email address |
Note: Correct any validation errors in your spreadsheet and re-import the data before proceeding.
Tactplan Schedule - Plans_Setup - Suppliers - Import and Export (2.4.1)