With the customer import tool, you can create a larger number of new customers and contacts at once, and add data to existing customers (with certain restrictions).
Customer name is the only required field.
The easiest way to get started is by downloading the template file from the path Settings > Data imports > Customer import. The template file contains columns for possible additional data and examples of how the data should be formatted in the CSV file. You can also use a self-created file, but ensure that its first row is the header row of the data to be imported. It is recommended to use the example template.
You can use the customer import to add data and settings to existing customers. Data that can be added:
Addresses
Contacts
Industries
Contact roles
Contact keywords
Market segments
To add data, enter the customer name as an identifier on each row and input the desired data into the columns.
Admin permissions are required for data imports.
Things to consider before starting
Customer data can be imported using a CSV file
CSV files can be created and edited with spreadsheet software
Do not use double quotes ("), semicolons (;) or line breaks (Enter) in your data
Use semicolon (;) as a separator in the file
Special characters, including Ä, Ö, Å, need to be encoded according to ISO/IEC 8859-1, Windows-1252, or UTC-8 standards.
If the company has the Custom fields add-on enabled, the customer's custom fields are automatically added from the company settings to the last columns of the example file, and the data to be added to the custom field can be entered if desired for import.
Data imports
Go to Settings > Data imports > Customer import
Select the file you want to import from your computer (drag and drop the file into the box or browse files)
Check the status of the file contents in the Data review view and fix possible errors
Settings-section allows you to approve:
Adding new values to Customer settings.
Updating existing customer's data. Note that modifying or deleting added settings, contacts, market segments, or any other added data is not possible.
Click the Import data button after checking the data
After a successful import, a list of imported customers and contacts will appear
If you receive error messages at this stage, correct the data or delete the row, and try the import again.
Field formatting
Below are the column headers and their field formatting guidelines for correctly uploading the CSV file.
Field name | Field type | Restrictions | Field in Severa/Comment |
Customer name | Text | Max 100 characters | Customer name |
VAT number | Text | Max 50 characters | Vat number |
Customer number | Numeric | Customer number | |
Account owner | Text | Max 100 characters | Account owner. Format: First name Last name. The account owner must already exist in Severa before the import, otherwise the user who performed the import will be appointed as the account owner. |
Market segments | Text | Max 200 characters | Market segments. Entered in the format: Main group1\Market segment1|Main group2\Market segment2|etc. Enter only the groups to be added. |
Industry | Text | Max 100 characters | Industry. Written exactly in the format defined in Severa's settings. |
Number of employees | Numeric | Number of employees. Imported currency codes will only be recognized if the currency code is enabled in the system settings (Settings > Organization > Currencies). | |
Annual revenue | Numeric | Annual revenue | |
Customer description | Text | Customer description | |
Website | Text | Max 200 characters | Website |
Customer email | Text | Max 200 characters | Email. Only one email address is allowed |
Language | Text | Max 50 characters | Invoice language |
Timezone | Text | For example: (GMT-05:00) Eastern Time (US & Canada). | |
Currency | Text | Project currency, if the Multi-currency add-on is enabled. Write in the format EUR, SEK, NOK, etc. | |
Payment term | Numeric | Payment terms. E.g. 14. | |
Einvoice address | Numeric | Einvoice address. Enter the einvoice address in numeric format, must not contain spaces or special characters. | |
Einvoice operator | Numeric | Einvoice operator code. Enter operator code in numeric format, if given. | |
Address line 1 | Text | Max 100 characters | When Address lines 1, 2 and 3 are filled in the CSV file, all addresses are imported to Severa's Customer address field separated by line breaks. |
Address line 2 | Text | Max 100 characters | When Address lines 1, 2 and 3 are filled in the CSV file, all addresses are imported to Severa's Customer address field separated by line breaks. |
Address line 3 | Text | Max 100 characters | When Address lines 1, 2 and 3 are filled in the CSV file, all addresses are imported to Severa's Customer address field separated by line breaks. |
Postal code | Text | Max 50 characters | Postal code |
City | Text | Max 50 characters | City |
State | Text | Max 50 characters | State. Should be entered only when Country is United States. Only valid states of United States are recognized, for example "Alabama" or "California". |
Country | Text | Max 100 characters | Only valid countries are recognized, for example Finland, United Kingdom and Japan. |
Office phone | Numeric | Added to the Telephone field of the customer's headquarters address. | |
Is billing address | Numeric | Any other value than 1 is ignored. | Enter "1" to mark the address on the row as billing address. |
Is office address | Numeric | Any other value than 1 is ignored. | Enter "1" to mark the address on the row as office address. |
Is postal address | Numeric | Any other value than 1 is ignored. | Enter "1" to mark the address on the row as postal address. |
Contact first name | Text | Max 100 characters | Customer contact's first name |
Contact last name | Text | Max 100 characters | Customer contact's last name |
Contact salutation | Text | Max 100 characters | Customer contact's salutation. Allowed formats are 'Ms.' 'Mrs.' or 'Mr.'. |
Contact role | Text | Max 100 characters | Customer contact's role. |
Contact person email | Text | Max 200 characters | Customer contact's email. Only one address per contact person. |
Contact phone | Alphanumeric | Max 200 characters | Customer contact's telephone. |
Contact mobile | Alphanumeric | Max 200 characters | Customer contact's mobile phone. |
Contact birthdate | Alphanumeric | Customer contact's date of birth. Valid date format is based on profile formatting settings (My profile > Personal settings > Formatting & language). For example in English (US): 2023-01-20. | |
Contact description | Text | Max 200 characters | Customer contact's description. |
Contact keywords | Text | Max 50 characters | Customer contact's keywords. |