Customer data import

With the customer data import tool, you can create new customers and contacts, and add data to existing customers (with certain restrictions).

Customer name is the only mandatory 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.

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

• Addresses
• Contacts
• Industries
• Contact roles
• Contact keywords
• Customer groups

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.

• 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.

1. Go to Settings > Data imports > Customer import
2. Select the file you want to import from your computer (drag and drop the file into the box or browse 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 approve:
   • Adding new values to Customer settings.
   • Updating existing customer's data. Note that modifying or deleting added settings, contacts, customer groups, or any other added data is not possible.
5. Click the Import data button after checking the data
6. 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 remove the row, and try the import again.

Below are the column headers and their field formatting guidelines for correctly uploading 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
Customer groups	Text	Max 200 characters
Custom field*	Currency
Custom field*	Date
Custom field*	Numeric
Custom field*	Text
Custom field*	Text

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