User Manual

Importing customers from a CSV file

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

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.  
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. This is a required field, other fields are optional;
  • Status – status of the customer (plain text). Customer statuses are saved at Settings -> System Settings -> Customer Statuses. If a status does not exist it will be created.
  • Registration number;
  • Tax/VAT number;
  • Phone;
  • Phone 2;
  • Fax;
  • Skype;
  • E-mail;
  • Web;
  • Address;
  • Address 2;
  • 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.
Number Name Status VAT nr Phone Phone 2 E-mail Address Address 2 Contact person ...
CU-012 Customer 1 Permanent   Primary phone Secondary phone info@ABC Primary address Secondary address John Smith ...
  Customer 2 New 12345 Primary phone Secondary phone info@XYZ Shipping address Billing 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.