Permission: "create Suppliers" (by default also Standard User). Without it, the "+ Add new" button is not visible.
Create a single Supplier
Sidebar → "Suppliers" → "+ Add new".
Upload several Suppliers at once
Sidebar → "Suppliers" → arrow next to "+ Add new" → "Bulk import Suppliers".
Upload the completed Excel/CSV file. Recommended: "Download template" – it contains the standard fields as well as your own Supplier attributes of the types text, yes/no, multi-select, number and user (other types such as date or attachment cannot be imported).
If the file has several sheets: select the relevant sheet.
Click "Next" – where possible, columns are mapped automatically by column name (e.g. "Country" → "Country"); map the remaining columns manually.
Click "Confirm" to save the data. Faulty rows, if any, are shown in a further window.
Finish the import with "Complete import".
⚠️ Important: The supplier number must be present and unique in every file, as it is used to match existing Suppliers. For new Suppliers, the name is also mandatory. Columns/values that cannot be mapped are not imported.
Duplicate warning when creating
If a newly created Supplier matches an existing one (e.g. by company name, address, supplier number, VAT number, tax number or IBAN), Tacto shows the message "This looks like a Supplier you already have". You have three options:
Use this supplier: No new Supplier is created.
Create as duplicate and link Supplier: The new Supplier is created and directly linked to the existing one as a duplicate (see "Supplier structures").
Or create anyway as a separate company.