Importing and exporting customers

If you're coming from a legacy system or want to process the customer list further, use Settings → "Import/Export" — the customer page itself has no button for it.

Import

On the "Import" tab, choose "Customers" as the "Import type"; "Download template with sample data" gives you the matching file. The template is semicolon-separated (the import also recognizes comma-separated files). These columns are read in:

salutation;first_name;last_name;company;email;phone;street;zip;city;distance_km;website;vat_id;tags;notes

Multiple tags are given comma-separated within the column. The only required field for the import is last_name — even for the "Company" salutation. distance_km holds the distance to the customer in kilometers ("18" or "18,5"), from which the quote derives the travel flat rate. The downloadable template does not contain this column yet — add it yourself, or use an export file as your pattern.

The import runs in two steps — first the preview with all detected rows and errors, then the import itself. Only the Admin may run it.

Export

The export sits on the "Export" tab under "Export master data", button "Export customers". It delivers the customers as a CSV with the import columns plus three system columns (customer number, active status, creation date). When re-importing, the system columns are ignored — so editing and re-importing works (round trip). The import recognizes existing customers by the combination of last name, first name and company and skips them — it updates nothing and creates no duplicates. Note: a changed spelling of the name counts as a new customer. Up to 10,000 customers are exported; by default Admin and Planner may export.