Customer Registry Model
Specifications for Importing Customer Data in Sales Invoices
Importing Customer Data into Sales Invoices
Importing Customer Registry Settings
Exporting Customer Registry to Excel
Sample File
Customer Registry Model
You can check the specifications for importing customer data in the instructions below. You can see which fields are mandatory for import and how they should be formatted (columns) in the CSV file. At the end of the instructions, there is a sample file of a customer registry in CSV format. You can access the sample file directly from here
Specifications for Importing Customer Data in Sales Invoices
Customer data can be created in sales invoices either by creating each customer individually or
by importing data from Excel directly into the system. The imported file should be saved in the format:
CSV list separator / CSV comma delimited.
Excel file saved in CSV format
- The import Excel file should have specific columns (headers) for customer data
- The order of the columns can be as desired
- Customer data is automatically separated in the CSV file by a semicolon (;) when
CSV encoding is selected and semicolon is chosen as the separator in Windows - Bank accounts are separated by a comma.
Supported columns in the Excel file
| Code | Required. Customer ID. One code can only have one customer in the register. |
| Name | Required. Customer name |
| Name2 | Customer name 2 |
| Address | Required. Customer address street name and number |
| Postal code | Required. Customer address postal code |
| City | Required. Customer postal code |
| Country | Required. Customer address country code. Finland=FI |
| Nationality | Customers nationality. Finland=FI, default value from country field |
| Short name | Customer name abbreviation |
| Business ID | Customer business ID |
| VAT ID | Customer VAT ID |
| Delivery name | Delivery address company name |
| Delivery address | Delivery address street name and number |
| Delivery postal code | Delivery address postal code |
| Delivery city | Delivery address city |
| Delivery country | Delivery address country code. Finland=FI |
| Billing name | Billing address company name |
| Billingname2 | Billing address company name 2 |
| Billing address | Billing address street name and number |
| Billing postal code | Billing address postal code |
| Billing city | Billing address city |
| Billing country | Billing address country code. Finland=FI |
| Billing address phone | Billing address phone |
| Fax | Telefax |
| Invoicing language | Invoicing language. Finnish=FI, Swedish=SV, English=EN, Italian=IT, French=FR, Deutch=DE. |
| Category | Customer group |
| OVT | OVT code |
| eInvoiceReceivAddress | eInvoice address for receiving eInvoices |
| eInvoiceReceivSupplier | eInvoice operator/supplier ID |
| Currency | Default billing currency |
| Bank Accounts | Default bank accounts separated by commas. You can also use machine code or IBAN format bank accounts. |
| Contact person | Contact name |
| Contact person e-mail | |
| Contactperson phone | Contact person phone |
| Default payment term | Default payment terms code |
| Commission account | Customer default commission account |
| VAT code | Customer default VAT code |
| Sales receivables account | Sales receivable account |
| Default additional description | Default additional description |
| Default customer message | Customer specific message to invoice creator |
Bank accounts can be provided in the following formats:
- 123456-74
- 123456-00000074
- 12345600000074
- FI1212345600000074 (IBAN account number)
Importing Customer Data into Sales Invoices
- Go to the Sales Invoices Customers - By Code or Name view
- Click the Registry Upkeep button at the top of the view
- Enter the information related to importing the customer registry
- Click the Send File button -> the selected CSV file will be imported into the Sales Invoices registry.
After the import, you will receive a list of both created customers and updated information.
NOTE! Updating customer data with a CSV file is not recommended, as Excel's features may cause the loss of necessary parts of the data (e.g., leading zeros in postal codes and e-invoice addresses). If you want to update information via a CSV file, any modifications should be made through a text editor, not Excel.
Importing Customer Registry Settings
Select CSV file - select the CSV file to be imported from the save directory by clicking the Browse button.
Character set - When importing, you should also select the character set used. Choose the same character set that your file is formatted with - default is ISO-8859-1
If the customer already exists - select whether to update the existing customer data in Sales Invoices or skip the existing data.
- Update - select this option to update the existing customer data in the registry and create new customer data.
- Skip - select this option to not update the existing customer data, but only create new customer data.
Exporting Customer Registry to Excel
You can download customer data in CSV format to your workstation.
- Go to the Customers view
- Click the Registry Upkeep button
- Select Download File from the bottom of the window and save it to your desired folder
- NOTE! Updating customer data with a CSV file is not recommended, as Excel's features may cause the loss of necessary parts of the data (e.g., leading zeros in postal codes and e-invoice addresses). If you want to update information via a CSV file, any modifications should be made through a text editor, not Excel.