Importing or exporting customer records

You can in an efficient and easy way update your customer records by using the export and import functionality in Visma eAccounting Standard. To import the customer records, you first have to use a comma separated file, called a CSV file. Read more about how to get a correctly formatted CSV file in the general topic Import or export records (CSV file).

In this topic, we have put together a list of field explanations for importing and exporting customer records, which explains how to enter the data in the CSV file so that the import of your customer record is problem-free. When you have a correctly formatted CSV file for your import, use the field explanations below as a guide when you enter the customer data into the CSV file.

For the import to be successful to Visma eAccounting Standard, it is important that each column has the correct header, is in the correct order, uses correct coding, and has a value in the mandatory fields. The column header represents the fields you find when you create a new customer in Visma eAccounting Standard.

Add or update customer register

In order to update your customer register, you export a CSV (Excel) file, update the customer register in the CSV file and then import the register into the program again. Please note that if a value is unique (for example a customer number), the value will not change in the program even if it has changed in the CSV file. If you make changes to a unique value such as the customer number, the program will instead add a new customer when you import the file, and leave the original customer unchanged.

Delete customers

It is not possible to delete customers from a register by exporting and importing. Rows that are deleted from an exported file and that later is imported into Visma eAccounting Standard again will still be shown in Visma eAccounting Standard. If you want to delete a customer you do this in Visma eAccounting Standard.

Default value

There are fields that are not mandatory but still have a value by default. If you add rows to a CSV file but do not add values before you import the file into Visma eAccounting Standard, the program will add the default value for you.

The field explanations below provide more information about which fields must be included for the program to be able to accept an import and how these must be coded. It is important that you read through these to ensure correct coding.

Certain fields in the list are mandatory. These must be included to be able to import to Visma eAccounting Standard.

Field name in file Field name in Visma eAccounting Standard Value in file Comment
IsActive Active or not
False for inactive		  
CustomerNumber

Customer no

   Mandatory
Name Customer name   Mandatory
IsPrivatePerson Customer type True for private individual
False for company		 Requires code
CorporateIdentityNumber Personal/Corporate ID no    
InvoiceAdress1 Address    
InvoiceAdress2      
InvoicePostalCode Postcode   Mandatory
InvoiceCity City   Mandatory
InvoiceCountryCode Country   Mandatory and requires code
SalesDocumentLanguage Sales document language fi or en

fi for Finnish

en for English
VatNumber VAT no    
Telephone Phone no    
MobilePhone Mobile no    
EmailAddress Email    
CcEmailAddresses E-mail cc address    
WwwAddress Website    
Note Note    
ReverseChargeOnConstructionServices

Construction sector, VAT reverse charge

(only shown if activated)
False for inactive		  
ContactPersonName

Name

    
ContactPersonEmail Email    
ContactPersonPhone Phone no    
ContactPersonMobile Mobile no    
TermOfDeliveryName Terms of delivery    
DeliveryMethodName Delivery method    
DeliveryCustomerName Delivery address when different from postal address    
DeliveryAddress1 Delivery address    
DeliveryAddress2      
DeliveryPostalCode Delivery postcode    
DeliveryCity Delivery city    
DeliveryCountryCode Delivery country   Requires code
TermsofPaymentCode Terms of payment   Requires code
CurrencyCode Currency   Requires code
DiscountPercentage Customer discount Value between 1-100  
CustomerLabels Customer labels   If several per customer, separate by semicolon, example: gold;silver

For the program to be able to import different payment terms, they must be coded as specified in the table below.

Payment terms in program Code in CSV file
Net 0 days 0
Net 7 days 80
Net 10 days 90
Net 14 days 10
Net 21 days 100
Net 30 days 20
Net 45 days 30
Net 60 days 40
Net 90 days 50
Net 120 days 60
Card payment 110
Cash 70

For the program to be able to load country codes, they must be entered according to ISO standard. You can find the codes to be used at countrycode.org in the ISO Country Codes column. The codes must be specified with two letters.

Example: Brunei = BN

For the program to be able to load currency codes, they must be entered according to international standard. The codes which must be used can be found at nationsonline.org. The codes must be specified with three letters.

Example: Euro = EUR

Related topics

Import or export records (CSV file)
Importing or exporting article records
Importing or exporting supplier records
Importing or exporting chart of accounts

Searchword: Bulk update