All Collections
Importing Data and Maintaining your Library
Importing and Managing Supplier Contacts
Importing and Managing Supplier Contacts

Efficiently import and manage all of your supplier information!

Joe Marino avatar
Written by Joe Marino
Updated over a week ago

Importing supplier contact information into 3E Exchange can often be one of the first things you need to do to continue collecting data on your products and materials. Through our supplier contact import process, you can get all of this data uploaded with the click of just a few buttons!

First, you will navigate to the "My Suppliers" in the navigation panel and click "Import Supplier Data".

Here you can download an Import Template if needed to ensure you're uploading supplier data smoothly and efficiently. Once your spreadsheet is ready to upload, you will select the file in 3E Exchange. 

Next, briefly review the Imported Columns page to ensure the correct columns fields are being mapped into 3E Exchange appropriately. Once you're confident with the columns, select "Save & View". 

From there you will be sent back to the supplier page where you can browse your new supplier contacts. Supplier contacts will look like the following image. To edit the supplier record, select the "Edit Supplier Information" button. 

You can change or remove any of the information listed. Just select "Done" once you've updated all necessary fields. 

That's it! You've successfully imported supplier contacts and learned how to edit them later on. If you would like to learn how to send supplier surveys with this data, visit the Setup Guide or our collection of Supplier Survey help articles

Getting Help

If you have questions about using 3E Exchange or the material covered in this help article, reach out in chat in the bottom right-hand corner or email

Did this answer your question?