Import an existing customer list without entering every customer separately. If you have an auditfile from a bookkeeping package, XAF import can import customers, income and expenses together.
Prepare a file
Open Clients → Import. Use your own Excel or CSV file and map its columns, or download the empty Excel template.
The template covers eight fields:
| Field | What it contains |
|---|---|
| Name | Required customer or business name. |
| Address | Full address used for travel calculations. |
| Address used to send invoices. | |
| Telephone | Customer contact number. |
| Distance (km) | One-way distance. |
| Travel time (minutes) | One-way travel time. |
| Fixed travel costs (€) | A fixed amount that replaces automatic travel calculations. |
| Hourly rate (€) | A customer-specific rate; leave empty to use the default. |
Fill in the customer rows
Use one row per customer in Excel, Numbers or Google Sheets. Only the name is required. Leave unknown optional values empty and complete them later in the customer record.
If the address is present, AdMemo can calculate the distance. If you supply a distance yourself, it uses that value. Fixed travel costs replace the distance-based charge. Leave the hourly rate empty when your default rate applies.
Upload, review and import
- Open Clients and choose Import.
- Choose your completed XLSX or CSV file, or drag it into the browser upload area.
- Map the source columns to the corresponding customer fields.
- Review the customer rows and correct any errors.
- Choose Import when the preview is correct.
Existing customers with the same name are updated rather than added a second time. Check those rows carefully, as their details can be replaced by the imported values.
Check the imported records
Open the customer list and review an imported customer's name, address, rate and travel costs. Keep fixed travel costs only for customers who actually have that agreement.
Next steps: