Importing customers from a CSV file
At CRM -> Customers -> Import from CSV it is possible to upload many customers' information at once.
- Which fields can be imported for customers?
- Example customers import table and file.
- 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:
- Select and match the names of the fields corresponding to the columns in the data.
- 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.
- Select "Do not import" as the column type if some column is not to be imported.
- Click Import to upload the data into the appropriate fields of the database.
- If importing of some data failed, a skip file will be generated and downloaded to your computer, which indicates all errors line-by-line.
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.
The name of the customer company.
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.|
The default tax rate for the customer.
Default discount for the customer.
The default address for Shipping, if different from the main/billing address.
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||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
- 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.