The procedure for importing bulk customers is described here.
To start with a sample file, you can:
Download the generic sample file from the platform
Export an existing customer and reuse the file as starting point.
It is essential to use a file that the platform can understand. That implies that:
The format should be .xls (Excel 97-2003).
=> Warning! When saving your changes, the format may be overwritten to something else!
The file structure must remain identical to the one used in the sample file:
Do not add or delete columns
Avoid hyperlinks
The 'Customers' tab must remain as is and cannot be renamed
Mandatory data
Customer number (except if the autonumbering setting is active)
Customer's name
Delivery channel (email ; print_and_post ; print_at_home)
Address columns : Country code (BE, NL, FR, UK, LU, …) You'll find a full list of country codes here
Recommended data:
Adress columns
Address
Post code
City
Language (BE, NL, LU, F, GB, .... if not indicated, the default language of the platform will be used)
TRN type (Trade Registration Number = company number) - it can be CBE, CoC, SIREN, SIRET
VAT number
Format requirements of certain columns
Customer number
The format must be text
CBE or VAT number:
No dots, no spaces
Format: BE0123456789
Warning! A check is done on the CBE number. A CBE number is limited to one customer only.
Post code:
The format must be text
The post code must be preceded by the ´ character in order to guarantee the correct interpretation of the data.
The file cannot contain too many lines. Uploading a file that is too big will increase the risk of a technical time-out, causing the import to fail. We recommend a maximum of 150 lines per upload.
Notes:
If your file is too big and you split it up in several files, please make sure to deactivate the auto-numbering feature (Settings > Automation > Auto-numbering of customers/suppliers).
The import feature also allows updating existing customers. Matching is made on the customer number.
Existing customers can be deleted manually from the platform (e.g. in case of duplicates)