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| Column Name | Optional or Required Content? | Comments |
| Claritum ID | see Comments | This is a system generated ID assigned to the Supplier in the system. Required - this number should not be modified/ removed when updating details of an existing suppliers Not Required - for new suppliers there is no need to enter Claritum ID - the system will generate it automatically |
| Claritum User ID | see Comments | This is a system generated ID assigned to the Supplier User in the system. Required - this number should not be modified/ removed when updating details of an existing suppliers Not Required - for new suppliers there is no need to enter Claritum User ID - the system will generate it automatically |
| Supplier Name | Required | This is supplier's company name |
| Currency | Optional | Please refer to Standards for Data spreadsheet |
| Company Registration | Optional | |
| User Name | Required | The supplier user's full name. |
| Language | Required | Please refer to Standards for Data spreadsheet |
| Location (Timezone) | Required | Please refer to Standards for Data spreadsheet |
| (User) Email | Required | The supplier user's email address. This will also be a login id for a supplier user to access Claritum. |
| Telephone | This is supplier user's telephone number | |
| Address: Company | Required | Typically this would be 'Head Office' or 'Main Address' or something similar. |
| Address: Street | Required | |
| Address: City | Required | |
| Address: County | Required | |
| Address: Country | Required | |
| Address: Post Code | Required | |
| Supplier Telephone | Optional | |
| Fax | Optional | |
| Notes | Optional | This can contain any information you like and will remain private to you |
| Nominal Ledger Code | This is only used in reporting or when exporting approved purchase invoices, to assist in classifying different types of purchases. | |
| Accounting Ref | Optional | If your intention is to export approved purchase invoices from the system to |
| Activities | Optional | Where the system automatically filters for suppliers with capabilities matching the requirements of a job when choosing suppliers for an RFx. Each supplier should be configured with the capabilities and/or services they provide. Enter 1 - if you want a given Activity to be enabled for a supplier. Otherwise leave this field bank. |
Importing New Suppliers
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Data
Please use the below Supplier Import File for entering the data
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If there are any errors displayed on a screen - please re-validate your spreadsheet and make sure the correct format is kept. Correct the errors and try uploading again.
Modifying Existing Suppliers
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Data
- In Claritum go to 'Suppliers'→ 'View Suppliers' → click 'Export Suppliers'. This will generate a CSV file containing current data for suppliers.
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