With the customer data import, you have the possibility to create new customers and contacts, and add more data to existing customers (restrictions apply).

Customer name is the only mandatory field.

The easiest way to get started is to navigate to Settings > Data imports > Customer import, and download the template file. The template provides all available column headers and examples of how your data should look like in the CSV file. You can also use your own files, just make sure the first row is header row.

You can also use the customer import to add data to existing customers and Settings. Data that can be added:

  • Addresses
  • Contacts
  • Industries
  • Contact roles
  • Contact keywords
  • Market segments

To add the data, simply enter the customer name as an identifier on each row and fill in the information you wish to add.

Admin permissions are needed to access data imports.

Notes before start

  • Customer data can be imported in a CSV file
  • CSV files can be created and edited with spreadsheet software
  • Do not use double quotes ("), semicolons (;) and line breaks (Enter) in your data
  • Use semicolon (;) as field 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.

Import data

  1. Go to Settings > Data imports > Customer import
  2. Select the file you want to import from your computer (drag and drop or browse from files)
  3. Check the status of the file contents in the Import data view and fix possible errors
  4. In the Settings section, you have the possibility to allow
    • creating new values to Settings
    • updating existing customer's data. It is not possible to update or delete existing addresses, contacts, market segmentation or any other field.
  5. Click Import data when finished checking the data
  6. After a successful import, you will see a list of imported customers and contacts
    • If you get any error messages at this stage, fix the data or remove the row and try again.

Field formatting

Below are the column headers with information about field formatting for correct uploading of the CSV file.

Field name Field type Restrictions Comment
Customer name Text Max 100 characters
VAT number Text Max 50 characters
Customer number Numeric
Account owner Text Max 100 characters Format: Firstname Lastname.
The account owner must already exist in the system, or the person who is performing the import will be appointed as the account owner.
Industry Text Max 100 characters
Language Text Max 100 characters For example English (US), Danish or Finnish.
Currency Text Valid currency code, e.g. USD, EUR, or GBP, from the list of currencies. Imported currency codes will only be recognized if the currency has been activated in the system settings (Settings > Organization > Currencies).
Office phone Alphanumeric Max 50 characters Only one address per customer.
Contact salutation Valid format is 'Ms.' 'Mrs.' or 'Mr.' Salutations are translated after importing.
Number of employees Numeric
Annual revenue Numeric
Customer description Text Max 4000 characters
Website Text Max 200 characters
Payment term Numeric
Customer email Text Max 200 characters
eInvoice address Text Max 50 characters
eInvoice operator Text Max 50 characters Enter operator code, not operator name.
Address line 1 Text Max 100 characters When AddressLine1, 2 and 3 are filled in the CSV, all the address lines are taken to the Address field and separated with line break.
Address line 2 Text Max 100 characters When AddressLine1, 2 and 3 are filled in the CSV, all the address lines are taken to the Address field and separated with line break.
Address line 3 Text Max 100 characters When AddressLine1, 2 and 3 are filled in the CSV, all the address lines are taken to the Address field and separated with line break.
Postal code Text Max 50 characters
City Text Max 50 characters
State Text Max 50 characters 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.
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
Contact last name Text Max 100 characters
Contact title Text Max 100 characters
Contact role Text Max 100 characters
Contact email Text Max 200 characters Only one address per contact.
Contact phone Alphanumeric Max 200 characters
Contact mobile Alphanumeric Max 200 characters
Contact birthdate Alphanumeric Valid date format according to personal formatting options (My profile > Personal details > Formatting & language). For example in English (US): 2023-01-20.
Contact description Text Max 200 characters
Contact keywords Text Max 50 characters
Market segments Text Max 200 characters
Custom field* Currency
Custom field* Date
Custom field* Numeric
Custom field* Text
Custom field* Text


Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.