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Connect an AI assistant

Your AI assistant can read this documentation directly, so it answers from the current content instead of guessing. Add one of the servers below to your client — they use the Model Context Protocol (MCP). Each one covers a different body of content, so add the one you need.

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Import Suppliers

There are three types of supplier imports that can be performed in Service Manager:

Template files

Each type of import has a template file that can be downloaded from the Service Manager interface. These template files contain the required columns and formatting for each type of import.

Import suppliers

You can import suppliers into Service Manager using a CSV file. The CSV file must contain the following columns:

  • Name
Field Description
Name The name of the new supplier (255 characters)
Status The status of the new supplier. Accepted values are (status.active, status.preferred, status.barred, status.archived). If no value is provided, status.active will be used.
Supplier Status The supplier status of the new supplier. Accepted values can be found in the simple list ‘Supplier Statuses’ which can be viewed under ‘Hornbill Supplier Manager > Simple Lists’
Industry The industry of the new supplier. Accepted values can be found in the simple list ‘Industry’ which can be viewed under ‘Hornbill Collaboration > Simple Lists’
Email Address Accounts The email address of the accounts team for the new supplier (100 characters)
Email Address Sales The email address of the sales team for the new supplier (100 characters)
Email Address Support The email address of the support team for the new supplier (100 characters)
Address The address of the new supplier (255 characters)
City The city the new supplier is primarily based in (255 characters)
State The state the new supplier is primarily based in (255 characters)
Postal Code The postal code of the address where the new supplier is primarily based (16 characters)
Country The country the new supplier is primarily based for example ‘GB’ (255 characters)
Timezone The timezone the new supplier is primarily based in, e.g. GMT Standard Time
Phone Number The primary phone number of the new supplier (32 characters)
Website The main website of the new supplier (255 characters)
Notes Any additional notes about the new supplier (no character limit)
Owner The user id of the supplier owner (leave blank if this is the same user performing the import)
Permissions Permission records separated by commas. For users: ‘user:’ + user id. For groups: ‘group:’ + group id. For roles: ‘role:’ + role name.
Custom 0 Additional data mapped to custom fields
Custom 1 Additional data mapped to custom fields
Custom 2 Additional data mapped to custom fields
Custom 3 Additional data mapped to custom fields
Custom 4 Additional data mapped to custom fields
Custom 5 Additional data mapped to custom fields
Custom 6 Additional data mapped to custom fields
Custom 7 Additional data mapped to custom fields
Custom 8 Additional data mapped to custom fields
Custom 9 Additional data mapped to custom fields
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