Clients > Import clients

Automatically translated from Dutch. Some wording may be inaccurate.

You can import clients from an Excel file.

The following rules apply:

•Fields are matched using the column names in the first row of the file. The list below shows the column names Regelneef recognises. Matching is not case-sensitive.

•The order of the columns in the file does not matter.

•The file does not have to contain every column in the list.

•The file must contain at least the Klantnaam field.

•When an existing client is updated, the remarks field is inserted above the client's existing remarks.

After reading the file, Regelneef reports any columns that could not be matched. This prevents a column from being silently omitted because of a spelling error in its name. You can ignore the message if those columns are not intended for import.

Supported import column names for clients

Debiteurnr

Zoeknaam

Filiaal

Klanttype ('klant', 'prospect' or 'overig')

Klantnaam (required)

Straat

Huisnr

Toev

Postcode

Plaats

Straat (p) (a space between 'Straat' and '(p)')

Huisnr (p)

Toev (p)

Postcode (p)

Plaats (p)

Land

Telefoon

Fax

E-mail

Website

KVKnr

Niveau

Comm status

Relatiebeheerder

Comm Manager

Branche

Klantengroep

BTW code

BTWnr

Krediet

Betalingstermijn

Contactnaam

Opmerkingen

Excel import file for clients

Excel import file for clients