Customers and suppliers file format

When getting your file ready, use the tables below to make sure your format is correct. Don't forget, the header row in your CSV file needs to use the same headings as shown in the Column Heading below.

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

Column Heading

Type

Compulsory

Notes

Reference

Text

Yes

Maximum 10 characters and must be unique to this record.

Company Name

Text

Yes

Currency

Text

You only need this for contacts using a different currency. If your business is in the UK, just add a code for folks outside the UK.

Go to the Settings and choose to enable foreign currency transactions in the UK.

Enter the 3-letter code for the currency. For example

For Euros use EUR
For pound sterling use GBP

Credit Limit

Number

Main Address Type

Text

To use the default of Delivery, leave this blank. Alternatively, enter one of the following:

* Delivery
* Accounts
* Sales
* Purchasing

Main Address Line 1

Text

Main Address Line 2

Text

Main Address Town

Text

Main Address County

Text

Main Address Post Code

Text

Maximum 10 characters.

Main Address Country

Text

Maximum 2 characters.

Use the 2 letters for your country. For example, GB for the UK or IE for Ireland.

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.

Main Contact Phone

Number

Maximum 50 characters.

Main Contact Mobile

Number

Maximum 50 characters.

Main Contact Email

Text

This must be a valid email address, for example, [email protected].

Main Contact Fax

Number

Maximum 50 characters.

Address 2 Type

Text

To use the default of Delivery, leave this blank. Alternatively, enter one of the following:

* Delivery
* Accounts
* Sales
* Purchasing

Address 2 Line 1

Text

Address 2 Line 2

Text

Address 2 Town

Text

Address 2 County

Text

Address 2 Post Code

Text

Maximum 10 characters.

Address 2 Country

Text

Maximum 2 characters.

Use the 2 letters for your country. For example, GB for the UK or IE for Ireland. For

VAT Number

Text

This must be a valid VAT number for the country of the contact.

For example, for the UK, this is 9 numbers.

To check the VAT numbers for other countries, use our article about VAT numbers.

Ledger Account

Number

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

For suppliers, the default purchase category is 5000

Payment terms

Number

The number of credit days this contact has. To use the default payment terms, leave this blank.

Notes

Text

Maximum 500 characters.

Bank Account Name

Text

Bank Account Sort Code

Number

This must be a valid sort code, for example, 11-22-33.

Bank Account Number

Number

Maximum 25 characters.

Bank Account IBAN

Number

Bank Account BIC

Number

Maximum 11 characters.

Statement Run

Text

NOTE: Customers only. You can only set a statement run to email if you've entered a contact email in column P for the customer's row.

Leave blank to use the default method selected in the Statement settings.

To send by post, enter Post.

To send by email, enter Email.

Active

Text

To mark the customer as Active, leave this blank.

To mark the customer as Inactive, enter No.

Prepare the customers or suppliers file