Csv template to import clients

Support
1

Hi

Could you please let me know where I could find a csv template to import new clients.

Thank you

2

Hello @jronchetti

Please find the attached article

https://support.quickfile.co.uk/t/importing-clients-and-suppliers/8891

3

Hi

I have seen the article but I cannot see a link to the template. It mentions ‘Browse for the CSV file on your hard drive then click to upload’. How should I browse for the file on my hard drive if I haven’t downloaded the template?

Kind regards
Jarka

4

Hello @jronchetti

There is no need for a specific template as long as your data is in the format mentioned. During the import you map the fields.

  1. The CSV file should contain any permutation of the following columns (* Please note some are mandatory).
  • Company Name *
  • Address Line 1
  • Address Line 2
  • Address Line 3
  • Town
  • Postcode
  • Country ISO Code (e.g. GB)
  • VAT Number
  • Account Number
  • Contact first name [Must be supplied together]
  • Contact surname [Must be supplied together]
  • Contact email [Must be supplied together]
  • Contact telephone
  • GoCardless Mandate ID