Importing customer/manufacturer/supplier data and contact data
From the Companies page, click on the "upload" button at top-right to open the Upload dialog:
You'll notice a link to download example spreadsheets that describe the exact structure required for your spreadsheet before uploading. You should download these and transform your existing spreadsheet into the same format with the same column headers before attempting to upload.
We recommend upload a UTF8 encoded CSV file. If you are using an older version of Excel that cannot produce a valid CSV file, you can upload a .xls file.
Company import spreadsheet format
A company spreadsheet file can be uploaded to update company data for your customers/manufacturers. The valid columns are detailed below.
The company name. Required on every row.
Set this column to the text value "customer", "manufacturer" (for your factories) or "supplier" (for your raw material suppliers). Required on every row.
Two letter country code as specified by the ISO standard. Used for segmenting in reports and filtering.
The city of the company. Used for segmenting in reports and filtering.
The company website.
Private notes associated with this customer/manufacturer.
Postal address associated with the company. You can add additional lines to your spreadsheet to include additional addresses. The 'name' column is required on the additional row in order to associate the address with the correct company.
Default tax/VAT percentage for this customer.
VAT number for this customer or suppler.
Default payment terms for this customer.
The three letter capitalized currency code (e.g. "USD") for this supplier.
The name of the agent to associate this customer with (as entered on the Settings -> Agents page).
Contact import spreadsheet format
A contact spreadsheet file can be uploaded to update contacts (actual people) associated with each company. The valid columns are detailed below.
Matches this contact with a company. If a company exists with this exact name, the contact will be associated with that company. If no matching company is found, a new, blank company entry will be created with the given name. Required on every row.
The person's first name.
The person's last name.
The contact's position/role.
The contact's phone number.
Alternative phone number.
The contact's email address.
Private notes relating to this contact.