Import Customers CSV

Before you import invoices or invoice payments, your customers have to be set up in Tally.

Required Fields

The customer import requires two critical fields:

  • Customer Name – this is the customers name, not contact name – this should be letters and numbers only – i.e. “Smith Ltd”.
  • Customer Code – this needs to be unique for every customer and can be a mixture of letters and numbers with no spaces up to 12 characters maximum – i.e. “SMIT00000001”.

Optional Fields

The other optional fields you can have are listed below, along with a description, how it should be formatted and example text:

  • Name – i.e. “Smith Ltd”.
  • Contact Name – i.e. “Mr John Smith”.
  • Telephone – Numbers Only - i.e. “01234567890”.
  • Mobile - i.e. 07123456789.
  • Fax – Numbers Only - i.e. “01234567890”.
  • Email – i.e. john@smith.com.
  • Address 1 – i.e. “1 Apple Road”.
  • Address 2 – i.e. “Littlewood”.
  • Address 3 – i.e. “Bigtown”.
  • Address 4 – i.e. “United Kingdom”.
  • Postcode – i.e. “AA1 1AA”.
  • Website – i.e. www.smithltd.com.
  • EC – 1 or 0, 1=yes 0=no – i.e. “1”.
  • Notes – Customer Notes – i.e. “This customer always pays on-time”.
  • Source – Customer source that you’ve set up in sources – i.e. “Online”.
  • Discount – A percentage as a whole number without the symbol – i.e. “10”.
  • Show Discount – Show discount on invoices, 1 or 0, 1=yes 0=no, i.e. “1”.
  • Payment Terms – whole number of days that this customer has to pay their invoices by from invoice date – i.e. “28”.
  • Created – date customer record created - date formatted as DD/MM/YYYY – i.e. “27/07/2012”.
  • Updated – date customer record was updated - date formatted as DD/MM/YYYY – i.e. “27/07/2012”.
  • VAT Number – VAT number with no spaces and country code if applicable – i.e. “GB123456789”.

Uploading the template

To import, click Settings > Import Data > Import CSV Files > Enter in your Username & Password > Select CSV > Select Customers > Upload your file > Use the drop downs to map the file.  

Customer_DEMO

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