It is possible to import contact to the contact field (found in the navigation bar at the top). Below you can find a list with details that can be imported via an Excel file.
Pay attention: Importing contacts is prone to errors! An incorrect setting can easily lead to duplicate or incorrect contacts in your system. Always contact us first if you are planning to carry out any (major) changes.
To import contacts, go to contacts and click on import.
Make sure you do not import contacts that are too old, as this may make it harder to keep track of them. Furthermore, under the GDPR, personal data must not be retained for longer than is strictly necessary.
Please note: We do not recommend exporting contacts, making changes to them and then re-importing them. The import function is not optimised for this.
Which data can you import?
Clients (organizations):
The name, address and billing details are important here. If no billing address is known, the postal address will be used automatically.
Contacts (contact persons):
Here, the first name, surname and email address are important. Please ensure that the first name and surname are entered separately.
Country:
Please ensure that you always use ISO country codes in the ‘Country’ fields, such as ‘NL’ (for the Netherlands) or ‘DE’ (for Germany).
Input fields:
Customer (e.g. a company name)
Customer: Name
Customer: Customer number
Customer: E-mail address
Customer: Telephone number
Customer: Address line 1
Customer: Address line 2
Customer: Postal code
Customer: Location
Customer: Country
Customer: VAT number
Customer: KVK Number
Customer: Notes
Customer: Invoice address: for the attention of
Customer: Invoice address: e-mail address
Customer: Invoice address: street name + house number
Customer: Invoice address: postal code
Customer: Invoice address: Location
Customer: Invoice address: country
Contact person (e.g. the client)
Contact person: First name
Contact person: Last name
Contact Person: E-mail address
Contact person: Telephone number
Contact person: Address line 1
Contact person: Address line 2
Contact person: Postal code
Contact person: Place
Contact person: Country
Contact person: Notes