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.

name
 The company name. Required on every row.

company_type
 Set this column to the text value "customer", "manufacturer" (for your factories) or "supplier" (for your raw material suppliers). Required on every row.

country
 Two letter country code as specified by the ISO standard. Used for segmenting in reports and filtering.

city
 The city of the company. Used for segmenting in reports and filtering.

website
 The company website.

notes
 Private notes associated with this customer/manufacturer.

address_line_1
 address_line_2
 address_line_3
 address_city
 address_state
 address_postcode
 address_country
 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_level
 Default tax/VAT percentage for this customer.

vat_number
 VAT number for this customer or suppler.

default_payment_terms
 Default payment terms for this customer.

currency
 The three letter capitalized currency code (e.g. "USD") for this supplier.

agent
 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.

company_name
 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.

first_name
 The person's first name.

last_name
 The person's last name.

position
 The contact's position/role.

phone_1
 The contact's phone number.

phone_2
 Alternative phone number.

email
 The contact's email address.

notes
 Private notes relating to this contact.

Next steps

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