Partners import (clients, suppliers, reporting persons)

Partners -> Clients and Suppliers -> Actions button -> Import

If you have exported partner data from previously used software, you can import it into SimplBooks. To do this, prepare a CSV file with the required data. Below, you’ll find information on the fields that can be imported and whether they are mandatory or not.

Once you have entered the necessary data into the file, save it using the “Save As” option in the format “CSV (Comma delimited) (*.csv).” Do not open this saved file again before importing it into SimplBooks!

Advice When adding new clients/suppliers to the system, importing data beforehand is not necessary, as data for Estonian companies is automatically loaded from the Business Register. For suppliers, it is useful to add bank account details, and for clients, an email address (information not retrieved from the Business Register).

Mandatory and optional data for import

Mandatory fields:

  • company’s or person’s name
  • street address (company)

Optional fields:

  • registration number (company)
  • VAT number (if applicable)
  • partner type (client, supplier, reporting person, private person), marked as yes or no in the file column
  • detailed address information (city, county, postal code, country)
  • contact details (email, phone, website)
  • bank account IBAN number (supplier), with the bank name and SWIFT code also optional
  • payment term in days
Example of CSV file columns
The mandatory fields are highlighted in the image, but we also recommend adding information to the other columns. A reporting person is always an individual, so in this case, you should mark “yes” in both columns (see the third row in the image).

Import preview
 When you click the import button, an additional window will open where you can add the CSV file.

After clicking the Import button, the import preview will open.

In the import preview, you need to define the mapping between the file columns and the program’s data fields. The image already shows the mappings selected. Until the mapping is chosen, the text “Select target field” will appear above the column.

Once all the necessary mappings are selected, click Import.

At the end of the import, you will be informed about how many rows were imported and whether the import of all rows was successful.

Warning during import – row overlap
If you have added a partner before importing data, and the partner’s information is also in the import file, the system will notify you and ask whether the rows can be overwritten or if they should be skipped in the import.

Overwriting the data may be necessary if you have added additional information to the file that you wish to include on the partner’s profile.

If you have any additional questions, write to us at support@simplbooks.ee

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