How to import customers from Excel

Specifications :

If you want to be quick, open your Excel file and click on Save as and selectthe format Unicode Text(*.txt)format.

If you want more detailled specifications :

  • The first line is the header. Each cell should contain one of the fields described below
  • Encoding : UTF-8 (sometimescalled Unicode)
  • Number separator : bothdot or comma separator are allowed

By default, the separator is the tabulation but you canmodify it.

Fields :

Name of the field Description Example
name Name of thecustomer
adress1 Adress 1
adress2 Adress 2
adress3 Adress3
email Email
contactname Name of the contact
contactphone Phone of the contact
contactmobile Mobile phone number
contactfax Fax
contactphone Phone number
deliveryname Name of the delivery address
deliveryadress1 Adress 1
deliveryadress2 Adress 2
deliveryadress3 Adress 3
taxnumber Tax number
website URL of the web site
novat Put 1 if no vat. (Default = 0) 1 or 0
comments Comments
reference Productof the product.Will be used if you want to update your products. 110

Every column of your file must have a header which isthe name of the field.

Theonly mandatory fieldis “name”, you can use only this one.

 

Simple example of file : (with comma separator)

name,address1,adress2,address3

Pineapple,75 rue des saules,75005 PARIS,FRANCE

Orange,75 rue du Larzac,75011 PARIS,FRANCE