Importing Customers

You can easily and quickly import your customer database into Stoqflow. This saves you time when creating an order, as you don't have to enter all customer information again, but can select the correct customer directly.

To import a customer database, you need to create a CSV (comma-separated values) file. You can do this by creating an Excel file and saving it as a CSV file, or use this handy online tool to convert your Excel file to CSV.

Import Fields

Stoqflow links the column headers from the import file to the corresponding fields in the application. Therefore, always use the correct column headers each time. You can download a template for the import file at any time by clicking on the import button in the application.

The following data can be imported, with the correct column header between parentheses each time. The mandatory fields when creating new customers are indicated in bold.

  • Customer Number (client_number)
  • Name (name)
  • Contact (contact)
  • E-mail (email)
  • Phone number (phone)
  • Mobile phone number (mobile)
  • VAT number (vat)
  • Billing Address: Line 1 (billing_address_1)
  • Billing address: Line 2 (billing_address_2)
  • Billing Address: Postal Code (billing_postal_code)
  • Billing Address: City (billing_city)
  • Billing address: Province/State (billing_province_state)
  • Billing Address: Country (billing_country)
  • Shipping address: Name (shipping_name)
  • Shipping address: Line 1 (shipping_address_1)
  • Shipping address: Line 2 (shipping_address_2)
  • Shipping address: Postal Code (shipping_postal_code)
  • Shipping address: City (shipping_city)
  • Shipping address: Province/State (shipping_province_state)
  • Shipping address: Country (shipping_country)

Import Settings

importing customers

Once the file is created, you can import it into Stoqflow via the customer overview screen. Navigate to 'Customers' and click on the import/export icon at the top of the list (). You can choose to overwrite existing rows. This means that customer data already present in Stoqflow will be overwritten.

For example, if the phone number is entered in Stoqflow but the fields under the 'phone' column are not filled in in the import file, the phone number will be removed during importing. It is therefore important to make the import file as complete as possible. If you don't select this option, only new customers will be imported. Stoqflow links the data from the import file to the existing data in the application based on the customer number and/or VAT number.

!> Note: Stoqflow imports only the available columns from the import file. If you don't use the 'phone' column header, for example, the phone number will not be imported or overwritten. ?>