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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
Clik Service

Clik Service

CRM

Importing Contacts Via CSV
Clik Service

Clik Service

Sites & Equipment

Importing Sites Via CSV

CRM

  • CRM Module Overview [Video]
  • CRM Module Overview
  • Adding New Customers [Video]
  • Creating and Editing Contacts
  • Logging Communication
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