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Bulk Import of Lists

Staff and Supplier lists can be time consuming to upload one by one.  You can also upload a list of staff or suppliers from an excel file.

From the REFSS Setup wizard you can download a template and populate it with your Staff/Supplier lists.  For the import to work correctly, the format of how you populate the data to the template is important.

To import a list:

  • log in to the REFSS Setup wizard at http://setup.refss.com.au/
  • To the far right of your site, click the “Actions” button, then select “Lists"


  • For:
    • Staff lists: Click on Staff in the left menu, then in the top right corner, click “Bulk Actions > download template”
      • Add one staff member per row - for each row, put a “Y” in the first column, and add an employee code, first name and surname (all required), email and phone number info is optional
      • Save the file
      • Back in the setup wizard, click Bulk actions > import list and upload the file you saved


    • Supplier: Click on Supplier in the left menu, in the top right corner, click “Bulk Actions > download template”
      • Add one supplier or transport company per row - the Supplier name is required, along with ONE type of supplier (food/transport) per row
      • Each supplier needs to have a type – choose either FOOD or TRANSPORT. Leave other columns blank

      • Save the file
      • Back in the setup wizard, click Bulk actions > import list and upload the file you saved

NEW:  A list of generic suppliers (per state) has been prepared for you, ready to upload.  Click the required link below, save the file to your computer and upload it following the steps above.

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