Using the Directory
Manage your contacts and organisations — suppliers, customers, and partners — in one central place.
What Is the Directory?
The Directory is included in every paid Batchbase plan. It gives you a central place to store and manage the organisations and people your business works with — raw material suppliers, packaging suppliers, customers, freight carriers, and any other partners.
Because the Directory is built into Batchbase, the same contacts and organisations are available across the rest of the platform — on purchase orders, spec sheets, batch records, and deals — without any re-entry.
Organisations
Go to CRM → Directory and select the Organisations tab to view all external organisations. Each organisation can hold one or more roles:
- Raw Material Supplier — appears in raw material sourcing fields
- Packaging Supplier — appears in packaging material fields
- Customer — available when assigning deals and orders
- Freight Supplier — selectable on outbound shipments
You can assign multiple roles to the same organisation — for example, a business that is both a raw material supplier and a customer.
Click New Organisation to create a record. Fill in the name, ABN/ACN, address, and any relevant certifications. All fields except the name are optional.
Contacts
Contacts are the individual people you deal with at each organisation. Go to the Contacts tab to view all contacts across your workspace.
A contact can be linked to one or more organisations — useful when someone works across multiple businesses. Each contact can have a primary email, phone, mobile, job title, and LinkedIn URL.
To add a contact, click New Contact and fill in their details. You can link them to an organisation from the contact record, or from the organisation record itself.
Tagging and Filtering
Apply tags to both organisations and contacts to group and filter them by any criteria that makes sense for your business — for example, "Organic Certified", "Key Account", or "Prospect".
Tags are workspace-scoped, meaning your whole team shares the same tag library. Create and manage tags under Administration → Tags.
Use the filter bar at the top of the Directory to filter by tag, organisation type, or keyword. Filters can be combined.
Importing and Exporting
To bulk-import organisations or contacts, click the Import button and download the CSV template. Fill in your data and upload — Batchbase will preview the rows before committing the import so you can catch any errors.
To export your directory, click Export and choose CSV. The export includes all visible records based on your current filters.