IMPORTING CUSTOMERS AND CONTACTS
Using a CSV file to import your customers and contacts is a fast way to get your customers into Business Finance Assistant.
- Your file should be formatted as a table and must include a header that defines the fields
- Import files must be in CSV (Comma-Separated values) format
- Some headers are mandatory; for example if you import a company then you must have 'Company Name', if you import individuals then you must have 'Last Name'
- Country information MUST be imported using the ISO ALPHA 2 codes. United Kingdom should be entered as 'GB'
- MAKING A CSV FILE BUSINESS FINANCE ASSISTANT CAN UNDERSTAND
Attached to this article is an example template for importing into Business Finance Assistant. Using a program like Microsoft Excel, Apple Numbers, Google Sheets, or OpenOffice Calc, build a spreadsheet that matches the template below.
Any data that doesn't fit this import template cannot be imported into Business Finance Assistant.
The template attached to this article (template-import-customers.csv) shows an example of how to import customers, both businesses and individuals, and the contacts for those businesses and individuals.
Please note: the import file also contains some useful information at the bottom of the file. Before importing your records, please remove all lines after your last row of customer data to get rid of this information. If the lines are not removed before import, Business Finance Assistant will produce an error message and won't let you import your file.
After building your spreadsheet, ensure you save it as a CSV format as shown below.
- IMPORTING YOUR CSV FILE INTO BUSINESS FINANCE ASSISTANT
Within the 'Customers' section of Business Finance Email, select the [︙] button and select 'Import Customers'.
After the import is successful you will see them in the list of customers within the Business Finance Assistant.