Customer data import

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.

• 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.

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 Data review view and fix possible errors
4. 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.
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 delete 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	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.

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