Import customer and supplier contacts

To import a contacts file, it must:

  • Contain only customers or suppliers. To import both, you need two separate files.
  • Be saved in comma separated value (CSV) format.
  • Use the same column headings and formatting as in the contacts CSV template file.

Step 1: Download the CSV template file

  1. Go to Contacts, and then select New Customer, Import Customers or New Supplier, Import Suppliers.
  2. Click the hyperlink to download the template CSV file.

  3. Go to the downloads folder on your computer to find the file.

Step 2: Preparing the contacts file

If you already have a file, compare it to the template file before importing your contacts. The column headings and data format in your file must match the template.

If you don't have a file, you can add your contacts to the template file. Leave the column headings as-is and then replace the sample data with your contacts, using the same format.

Note:

The maximum file size you can import is 0.5MB. If your file is larger, split it into another file.

When preparing your file, use the table below to ensure that your file format is correct. Remember that the header row in your CSV file must use the same headings as shown in the Field name column below.

Column Field name Type Compulsory Notes
A Reference Text Yes Maximum 10 characters and must be unique to this record.
B Company Name Text Yes  
C Currency Text No

This is the currency code, for example, for euros, the code is EUR for pound sterling it’s GBP. To use your default currency leave this blank.

To import a foreign currency, you must first enable foreign currency transactions.

D Credit Limit Number No  
E Main Address Type Text No To use the default of Delivery, leave this blank. Alternatively, enter one of the following:

* Delivery
* Accounts
* Sales
* Purchasing
F Main Address Line 1 Text No  
G Main Address Line 2 Text No  
H Main Address Town Text No  
I Main Address County Text No  
J Main Address Post Code Text No Maximum 10 characters.
K Main Address Country Text No This is the country code, for example, GB for Great Britain (UK) or IE for Ireland. Maximum 2 characters.
L Main Contact Name Text Yes Enter the name of the contact at this company, alternatively to use the default of Main Contact, leave this blank.
M Main Contact Phone Number No Maximum 50 characters.
N Main Contact Type Text No To use the default of Accounts, leave this blank. Alternatively, enter one of the following:

* Delivery
* Accounts
* Sales
* Purchasing
O Main Contact Mobile Number No Maximum 50 characters.
P Main Contact Email Text No This must be a valid email address, for example, email@email.com.
Q Main Contact Fax Number No Maximum 50 characters.
R Address 2 Type Text No To use the default of Delivery, leave this blank. Alternatively, enter one of the following:

* Delivery
* Accounts
* Sales
* Purchasing
S Address 2 Line 1 Text No  
T Address 2 Line 2 Text No  
U Address 2 Town Text No  
V Address 2 County Text No  
W Address 2 Post Code Text No Maximum 10 characters.
X Address 2 Country Text No This is the country code, for example, GB for Great Britain or IE for Ireland. Maximum 2 characters.
Y VAT Number Text No This must be a valid VAT number. For more information about VAT number formats, please see our VAT numbers article.
Z Ledger Account Number No This is the same as a category in Start. To use the default category, leave this blank.

For customers, the default sales category is 4900 and for suppliers, the default purchase category is 5000.
AA Payment terms Number No The number of credit days this contact has. To use the default payment terms, leave this blank.
AB Notes Text No Maximum 500 characters.
AC Bank Account Name Text No  
AD Bank Account Sort Code Number No This must be a valid sort code, for example, 11-22-33.
AE Bank Account Number Number No Maximum 25 characters.
AF Bank Account IBAN Number No  
AG Bank Account BIC Number No Maximum 11 characters.

Step 3: Import the contacts file