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Importing customers from a CSV file

At CRM -> Customers -> Import from CSV it is possible to upload many customers' information at once.

Jump to:

  1. Which fields can be imported for customers?
  2. Example customers import table and file.
  3. Important notes.

What is CSV? CSV (Comma-Separated Values) is a universal format for importing or exporting tabular data. A CSV file can be obtained by saving/exporting e.g. an Excel file as CSV (Comma delimited) (*.csv).

When uploading the CSV file:

  1. Select and match the names of the fields corresponding to the columns in the data.
  2. Check the "The first row is heading" option if the first row of the file contains headers. Then the first row will not be imported. 
  3. Select "Do not import" as the column type if some column is not to be imported.
  4. Click Import to upload the data into the appropriate fields of the database.
  5. If importing of some data failed, a skip file will be generated and downloaded to your computer, which indicates all errors line-by-line.

When uploading customers, the fields that can be used are:

Number

A unique code to identify the customer.

If a customer with the same number already exists, then this entry is ignored.

If not imported, the code will be generated automatically.

Company name*

The name of the customer company.

Status

The status of the customer (plain text). 

Customer statuses are saved at Settings -> System Settings -> Customer Statuses. If the status does not exist it will be created.

User Your customer account manager.
Registration number  
Tax/VAT number  
Tax rate

The default tax rate for the customer.

Default discount

Default discount for the customer.

Phone  
Phone 2  
Fax  
Skype  
E-mail  
Web  
Address  
Address 2  
Shipping address

The default address for Shipping, if different from the main/billing address.

Additional information

Free text notes.

Contact person's name  
Contact person's position  
Contact person's phone  
Contact person's fax  
Contact person's Skype  
Contact person's e-mail  

Example customers import table:

Number Name Status VAT nr Phone Phone 2 E-mail Address Shipping address  Contact person ...
CU-012 Customer 1 Permanent   Primary phone Secondary phone info@ABC Primary address   John Smith ...
  Customer 2 New 12345 Primary phone Secondary phone info@XYZ Billing address Shipping address Jane Smith ...
(Up to 3000 lines can be imported at once)

Download a sample file: import-customers.csv

Important!

  • If the imported file contains non-Latin characters, the file must be in UTF-8 (preferred) or Unicode encoding. If Excel is used to save the file, select the "Unicode Text (*.txt)" option in the "Save as type" field. Even though the extension of the file is TXT, it can be imported as a CSV-file.
  • The limit is 3000 lines per upload. If the file is bigger, divide it into several smaller files.
  • Since importing can be a question of trial-and-error, we strongly suggest making a back-up of the database before importing. In that case, if anything goes wrong, it is always possible to restore the previous session.