Visma eEkonomi Pro
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 eEkonomi Pro. 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 eEkonomi Pro, 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 eEkonomi Pro.
If you want to see how to do it inside the program, click on Guida mig in the program's menu bar and select the guide Import av kundregister.
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 eEkonomi Pro again will still be shown in Visma eEkonomi Pro. If you want to delete a customer you do this in Visma eEkonomi Pro.
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 eEkonomi Pro, the program will add the default value for you.
Field explanations
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.
Field explanations for the exported CSV file
Certain fields in the list are mandatory. These must be included to be able to import to Visma eEkonomi Pro.
| Field name in file | Field name in Visma eEkonomi Pro | Value in the file | Comment |
|---|---|---|---|
| IsActive | Is active or not | True for active False for inactive | |
| CustomerNumber | Customer no | Mandatory and unique | |
| Namn | Customer name | Mandatory | |
| IsPrivatePerson | Customer type | True for private individual False for company |
Requires code |
| Corp.ID no. | Personal/Corporate ID no | ||
| InvoiceAddress1 | InvoiceAddress1 | ||
| InvoiceAddress2 | |||
| InvoicePostalCode | Postcode | Mandatory | |
| InvoiceCity | Delivery city | Mandatory | |
| InvoiceCountryCode | Delivery country | Mandatory and requires code | |
| SalesDocumentLanguage | Sales document language | se or en |
se for Swedish en for English |
| EdiGlnNumber | GLN | ||
| VatNumber | VAT no | ||
| Telephone | Phone no | ||
| MobilePhone | Mobile no | ||
| EmailAddress | |||
| CcEmailAddresses | E-mail cc address | ||
| WwwAddress | Website | ||
| Note | Notes | ||
| ForceBookkeepVat | Not applicable | Not applicable | Not applicable |
| ReverseChargeOnConstructionServices | Construction sector, VAT reverse charge (if activated) | True for active False for inactive |
|
| ContactPersonName | Namn | ||
| ContactPersonEmail | |||
| ContactPersonPhone |
Phone no |
||
| ContactPersonMobile | Mobile no | ||
| TermOfDeliveryCode | Terms of delivery | ||
| DeliveryMethodCode | 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 | Kundgrupper | If several per customer, separate by semicolon, example: gold; silver | |
| Category | Member or not | customer or member |
customer for customers member for members Only for non-profit organisations and economic associations |
Terms of payment codes
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 10 days | 10 |
| Net 14 days | 20 |
| Net 15 days | 15 |
| Net 20 days | 30 |
| Net 30 days | 40 |
| Net 45 days | 50 |
| Net 60 days | 60 |
| Net 90 days | 70 |
| Net 120 days | 80 |
| Cash | 90 |
| Card payment | 200 |
Country codes
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
Currency codes
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 |
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