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 Standaard. 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 Standaard, 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 Standaard.

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 that is later imported into Visma eAccounting Standaard again will still be shown in Visma eAccounting Standaard. If you want to delete a customer you do this in Visma eAccounting Standaard.

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 Standaard, 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 Standaard.

Field name in file Field name in Visma eAccounting Standaard Value in file Comment
IsActive Active or not True for active
False for inactive		  
CustomerNumber Customer no   Mandatory
Name Customer name   Mandatory
IsPrivatePerson Customer type True for private individual
False for company		 Requires code
CorporateIdentityNumber Corporate identity no    
InvoiceAddress1 Address    
InvoiceAddress2      
InvoicePostalCode Postcode   Mandatory
InvoiceCity City   Mandatory
InvoiceCountryCode Country   Mandatory and requires code
VatNumber VAT no    
Telephone Phone no    
MobilePhone Mobile no    
EmailAddress Email    
CcEmailAddresses E-mail cc address    
WwwAddress Website    
Note Notes    
ReverseChargeOnConstructionServices

Construction sector, VAT reverse charge

(Only shown if activated)

 True for active
False for inactive		  
SalesDocumentLanguage Sales document language nl or en

nl for Dutch

en for English
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
PayToAccount Pay to account   Requires code
DiscountPercentage Customer discount Value between 1-100  
CustomerLabels Customer labels   If several per customer, separate by semicolon, example: gold; silver
Iban IBAN   Mandatory when direct debit extension is active.
IsDirectDebitEnabled Direct debit True for active
False for inactive 		Only applies to direct debit extension.
MandateId Mandate ID   Only applies to direct debit extension. Mandatory, max. 35 characters.
MandateType Mandate type B2B or CORE Only applies to direct debit extension.
Mandatory.
SequenceType Sequence type RCUR for Recurring
FNAL for Recurring, final
OOFF for One-off		 Only applies to direct debit extension. Mandatory.
Bic BIC   Only applies to direct debit extension. Only mandatory when customer country is in non-EEA SEPA area.
SigningDate Signing date Use date format d-m-yyyy Only applies to direct debit extension. Mandatory.
EndDate End date Use date format d-m-yyyy Only applies to direct debit extension. Optional.
LatestDirectDebit Latest direct debit   Only applies to direct debit extension. Only for export purposes, updates through import are being ignored.

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

Payment terms in program Code in CSV file
Invoice date +0 days 0
Invoice date +7 days 170
Invoice date +10 days 140
Invoice date +14 days 70
Invoice date +15 days 130
Invoice date +20 days 80
Invoice date +21 days 60
Invoice date +30 days 110
Invoice date +45 days 180
Invoice date +60 days 160
End of month from invoice date +10 days 20
End of month from invoice date +14 days 120
End of month from invoice date +15 days 150
End of month from invoice date +20 days 10
End of month from invoice date +21 days 30
End of month from invoice date +30 days 100
End of month from invoice date +45 days 190
End of month from invoice date +60 days 40
Cash payment 90

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