When you get your file ready, use the table below to check your format is correct. The header row in your CSV file must use the same headings as shown in the Column Heading column.
TIP:
The maximum file size you can import is 0.5MB. If your file is larger, split it into more than one file.
Column Heading
Type
Compulsory
Notes
A
Reference
Text
No
Maximum 25 characters. Must be unique to this record.
B
Company Name
Text
Yes
Maximum 100 characters.
C
Currency
Text
No
You only need this for contacts who use a different currency. If your business is in the UK, add a code for contacts outside the UK.
Go to Settings and select Enable foreign currency transactions for the UK.
Enter the three-letter code for the currency. For example, use EUR for euros or GBP for pound sterling.
D
Credit Limit
Number
No
Must be greater than 0.
E
Main Address Type
Text
No
Leave this blank to use the default of Delivery. Alternatively, enter one of the following: • Delivery • Accounts • Sales • Purchasing
F
Main Address Line 1
Text
No
Maximum 50 characters.
G
Main Address Line 2
Text
No
Maximum 50 characters.
H
Main Address Town
Text
No
Maximum 50 characters.
I
Main Address County
Text
No
Maximum 50 characters.
J
Main Address Post Code
Text
No
Maximum 10 characters.
K
Main Address Country
Text
No
Maximum two characters. Use the two-letter code for the country. For example, GB for the UK or IE for Ireland.
L
Main Contact Name
Text
No
Maximum 50 characters. Leave this blank to use the default of Main Contact.
M
Main Contact Phone
Number
No
Maximum 50 characters.
O
Main Contact Mobile
Number
No
Maximum 50 characters.
P
Main Contact Email
Text
No
Maximum 50 characters. Must be a valid email address, for example, [email protected].
Q
Main Contact Fax
Number
No
Maximum 50 characters.
R
Address 2 Type
Text
No
Leave this blank to use the default of Delivery. Alternatively, enter one of the following: • Delivery • Accounts • Sales • Purchasing
S
Address 2 Line 1
Text
No
Maximum 50 characters.
T
Address 2 Line 2
Text
No
Maximum 50 characters.
U
Address 2 Town
Text
No
Maximum 50 characters.
V
Address 2 County
Text
No
Maximum 50 characters.
W
Address 2 Post Code
Text
No
Maximum 10 characters.
X
Address 2 Country
Text
No
Maximum two characters. Use the two-letter code for the country. For example, GB for the UK or IE for Ireland.
Y
VAT Number
Text
No
Maximum 11 characters. Must follow a valid format, for example, 123-45-6789 or 12-1234567.
Z
Ledger Account
Number
No
For customers, enter the code for an existing sales ledger account. For suppliers, enter the code for an existing purchase ledger account. Leave this blank to use the default category: 4900 for customers or 5000 for suppliers.
AA
Payment terms
Number
No
The number of credit days for this contact. Must be greater than 0 and no more than 365. Leave this blank to use the default payment terms.
AB
Notes
Text
No
Maximum 4,000 characters.
AC
Bank Account Name
Text
No
Maximum 50 characters.
AD
Bank Account Sort Code
Number
No
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
Must be a valid IBAN.
AG
Bank Account BIC
Number
No
Maximum 11 characters. Must be a valid BIC.
AH
Statement Run
Text
No
Leave this blank to use the default method selected in your Statement settings. To send by post, enter Post. To send by email, enter Email.
NOTE:
This applies to customers only. You can only set a statement run to email if you enter a contact email in column P for the customer's row.
AI
Active
Text
No
Leave this blank to mark the customer as Active. Enter No to mark the customer as Inactive.