Prerequisites Tax's abbreviations, as well as price levels and currencies are not created by the import. We invite you to create/edit your taxes, price levels and currencies beforehand in erplain.
In a second time, fill in your .csv file with the existing tax's abbreviations*, currencies and price levels.
Tips for new users If it is your first time importing customers via a .csv file, we recommend that you start creating a couple of customers manually directly in erplain. Creating customers manually is more intuitive and gives you a better insight on the existing fields that will eventually turn into column names in the template .csv file.
Note: Making mistakes on your first time importing customers is very common
For your first import, we suggest that you take baby steps and start by importing just a couple customers. Therefore, if you make mistakes, you will be able to re-edit your file much faster.
Downloading the template .csv file
Importing customers can be done directly from the menu Parameters > Import data, thanks to the file "customer-import-template.csv" available through the "Download" link.
From the screen "Import data", select "Customers" (1) and click on "Download" (2).
Opening the template .csv file
Once the download is complete, open the file "customer-import-template.csv" with Google Sheets. To learn how to open and save Google Sheets files, we invite you to watch this video:
Warning: Excel, Numbers an a large majority of spreadsheets are not able to run .csv file in accordance with standards and risk corrupting your file. We invite you to systematically use Google Sheet for your imports.
Understanding the logic behind the template .csv file
The .csv file "customer-import-template.csv" is a template made for importing your customers. It is at the same time, a model and once customized, your final document. Its format cannot be modified.
The logic behind this document relies on four items.
Available inputs: In the columns "Status", "Tax type" and "Terms", it is possible to only fill in a word or a group of words among the available inputs. Here below, you will find all available inputs for the corresponding columns.
Customers: Each customer is represented on a row and has is own ID (Customer ID) and name.
If you have already created customers manually before the import, make sure to use new Names and new Customer IDs for your import.
Customers with multiple addresses: Your customer can have multiple addresses, for example, his warehouse address and his office address.
In the case your customer has multiple addresses, simply create a new row for each new address. In this case, simply fill the new address in (Country, Address 1, Address 2, Postal code, City, Location name) leaving the other fields of the row empty.
Tax: In the column "Tax", the data "HST" corresponds to the tax abbreviation that is not to be mixed up with the tax name.
Uploading my template .csv file to erplain
Once the file is edited and saved from Google Sheets, you can upload it to erplain from the menu Parameters > Import data > Browse file > Import customers
Warning: Once your file is selected, click on "Import customers". Do not click on "Update customers".
When a mistake is detected in the file, erplain prevents the file from being uploaded and displays an error message, showing you the mistake to be corrected.
Example, with a non created tax and two already existing customers.