It is possible to import customer data from a file in csv format configured with a simplified structure.
Before importing, you need to make sure that the customer groups and payment terms already exist in Cloud Accounting.
In particular, for the terms of payment it is necessary to indicate the exact description on the management system.
Where to import from
Import can be done in 2 areas:
Import data , accessing from All settings > Company and clicking on the Import button on Customers.
Alternatively, you can go to the Sales tab > customers > click on the import icon > select Import customers and then select Customers
A window appears from which to manage the import of customers.
The operations to be performed are the following:
Download and edit the file
Enter the configuration data
Select the csv file to import the data it contains
How to create the csv file
The first thing to do is to create the csv file.
Click Download a sample file.
Once the file has been downloaded, simply open it using Microsoft Excel, Google sheets or other spreadsheets.
Enter the customer data in the respective columns, without changing the title of the columns themselves as this would make it impossible for the application to recognize which data to import on each column.
The columns of the file
To identify the required data and enter all the information correctly, you need to download the file containing the guidelines by clicking on " See an example file with guidelines" in which notes are highlighted in each column to follow to enter the data in the import file.
The mandatory data columns are indicated in bold on the example file and the import file are the following:
the No .: must be a unique number and can have up to 5 numbers
the Name : must be text and can be up to 255 characters long
the Customer Group: this is a whole number of up to 9 characters. It is sufficient to indicate the number that identifies the group and must already exist in Cloud Accounting. The customer group is a mandatory data because, not only does it allow customers to be classified, but above all, it serves to determine the balance sheet to be used in the accounting records of invoices and payments.
the VAT Zone: 1 Domestic, 2 EU, 3 abroad and 4 domestic no vat.
the Currency Code: it's necessary to indicate the currency code of the customer you are importing.
The recommended data are:
VAT number: the VAT registration of the customer if known.
the Currency: the currency code you will be invoicing the customer in
Payment terms : the payment terms must already exist in Cloud Accounting and the exact description must be entered on the file.
Payment method : you must indicate the exact description of the payment deadline from Hades in the tabular representation of the electronic invoice. If nothing has been indicated in the file, Bank Transfer will be reported.
Address: indicate the address
Postal Code: indicate the post code
Town/City: indicate the city
County: indicate the county
Country: enter the name of the country
e-mail: indicate the e-mail address
Telephone number: if available enter this
Other reference: the contact name or office / recipient
Finally, among the optional data there are:
Discount (%) : indicate the " . " as decimal separator
Website: the clients website
Access: enter 1 for access
Once all the data to be imported has been entered on the Example file, it is sufficient to save it in csv (UFT-8) format has been set
Configure the import
In the configuration it is possible
indicate the default customer group, which will be assigned automatically if it has not been defined on the file
Indicate whether not to import existing customers to Cloud Accounting
Indicate whether to update existing customers.
Within section 3 select your saved csv file and click Import & Save
You will then see confirmation the import is complete and your customers can be viewed within Sales > Customers.