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Importing Companies Via CSV
For information on importing data from a CSV file, please see this support article.
See the below table to see the details on what type of information and format is expected when importing companies:
Field |
Expected Input |
Notes |
| Company Name | Text | If the customer is a person rather than a company enter the company name as the person’s name here as well as in the FirstName and Surname columns. |
| Customer Account Code | Text | Usually an alphanumeric account code, SMIT123 for example. |
| Supplier Account Code | Text | Usually an alphanumeric account code, SMIT123 for example. Supplier Account Code will only show in the CRM module if you have Sage integration set up. |
| FirstName | Text | |
| Surname | Text | |
| Salutation | Text | Only used for importing a person. |
| Company Type | Text | ‘Person’ or ‘Company’ are the only values expected here. A blank cell will default to being imported as a Company. |
| Currency (ISO 4217) | Text | Three character currency code as seen in Settings > Currency & Exchange Rates, for example: GBP, EUR, USD. If no value given it will default to the default currency. |
| Terms | Whole Number | Represents Terms in number of days. |
| Credit Limit | Number | No need to enter the Currency symbol, a number with or without a decimal place is expected. 5000 or 4999.99, for example. |
| VAT Number | Text | |
| Customer Nominal Code | Text | Nominal code used for Customer in your accounting software. |
| Supplier Nominal Code | Text | Nominal code used for Supplier in your accounting software. |
| Customer | TRUE | If you need to set the company as a customer, enter ‘TRUE’. This will be the same for Supplier & Other. |
| Supplier | TRUE | |
| Other | TRUE | |
| Account Manager | Text | The name of the Staff Member who is the Account Manager for the company being imported (salutation is not required). The Staff member must be set as an account manager before importing (Settings > Staff). |
| (Main Address) Description | These fields populate the Main address as seen on the Details tab in the CRM module, they will not create a separate site, this can be done using CSV import for Sites. | |
| (Main Address) Line1 | ||
| (Main Address) Line2 | ||
| (Main Address) Line3 | ||
| (Main Address) Town | ||
| (Main Address) Postcode | ||
| (Main Address) County | ||
| (Main Address) Country | Text | Enter the 2 digit ISO 3166 Country code. |
| (Main Address) Tel | ||
| (Main Address) Mobile | ||
| (Main Address) Fax | ||
| (Main Address) Email | ||
| (Main Address) Website | ||
| (Invoice Address) Description | Text | These fields populate the Invoice address as seen on the Details tab in the CRM module, they will not create a separate site, this can be done using CSV import for Sites. |
| (Invoice Address) Line1 | ||
| (Invoice Address) Line2 | ||
| (Invoice Address) Line3 | ||
| (Invoice Address) Town | ||
| (Invoice Address) Postcode | ||
| (Invoice Address) County | ||
| (Invoice Address) Country | Text | Enter the 2 digit ISO 3166 Country code. |
| (Invoice Address) Tel | ||
| (Invoice Address) Mobile | ||
| (Invoice Address) Fax | ||
| (Invoice Address) Email | ||
| (Invoice Address) Website | ||
| (Main Contact) Salutation | Text | These fields populate the Main Contact as seen on the Details tab in the CRM module, they will not create a separate contact, this can be done using CSV import for Contacts. |
| (Main Contact) First Name | ||
| (Main Contact) Surname | ||
| (Main Contact) Position | ||
| (Main Contact) Tel | ||
| (Main Contact) Mobile | ||
| (Main Contact) Fax | ||
| (Main Contact) Email | ||
| (Main Contact) Website | ||
| (Invoice Contact) Salutation | Text | These fields populate the Invoice Contact as seen on the Details tab in the CRM module, they will not create a separate contact, this can be done using CSV import for Contacts. |
| (Invoice Contact) First Name | ||
| (Invoice Contact) Surname | ||
| (Invoice Contact) Position | ||
| (Invoice Contact) Tel | ||
| (Invoice Contact) Mobile | ||
| (Invoice Contact) Fax | ||
| (Invoice Contact) Email | ||
| (Invoice Contact) Website | ||
| Notes | Text | |
| (User Field) Example One | Replace ‘Example One’ with the name of your User Defined Field, keep the preceding ‘(User Field)’ text. The expected input format will be dictated by the format used by the User Defined Field. | |
| (User Field) Example Two | ||
| (User Field) Example Three |
