Import customer information

To save time and reduce data entry, you can import information about your customers into OnBalance from a spreadsheet file.

Spreadsheet overview

You can upload the following file types.

• CSV
• XLSX - OnBalance does not import spreadsheets saved as XLS files.

At a minimum, your spreadsheet should include a column for Type (to note whether the customer is a business or an individual), Name (either the company name or the name of an individual at the company with whom you do business), and VAT status.

You can download a sample spreadsheet to see examples of column headings and sample information to help you prepare your spreadsheet.

Download spreadsheet

Import customers

1. In the Customers screen,

   To open the Customers screen, click Customers in the navigation panel.

   For more information, see Customers.

   click Import Customers.
2. To upload a file, drag the file to the Upload File area, or click Browse For File and navigate to the file location.
3. If uploading information from an XLSX file type, select the sheet to import from the Sheet to Import field.

4. Mark the Include headers checkbox if your file has column headings you want to use when mapping columns.

   Note: If you do not mark this checkbox when mapping columns, the columns will be labeled Column A, Column B, and so on, and imported customer information will begin with the first row in the spreadsheet.

5. Click Next.

6. Select and map which columns of your spreadsheet to import. In the Column Mapping section, select a column for each field.

   You can map the following columns from the spreadsheet you are importing.

   • Type - This is a required field and will be either a business or an individual.
   • Business Name
   • Individual Name
   • Tax Status
   • ID Type
   • ID Number
   • Email
   • Phone Number
   • Street
   • Number
   • Floor
   • Apartment
   • City
   • Province
   • Postal Code
7. Click Next.

8. Review the information one last time before you click Import.

   Notes

   • You can edit the Business Name, Individual Name, ID number, Email Address, Phone Number, and Address columns.
   • If you do not map the type or the Type column in your spreadsheet is blank for a customer, the type defaults to Individual. You can change the type in the Edit Customer screen after the import is complete, but you cannot change the type in the Review screen.
   • If you do not map the ID type or the ID Type column in your spreadsheet is blank for a customer, that ID type defaults to End Consumer for Individual and Non Taxable for Business. You can change the type in the Edit Customer screen after the import is complete, but you cannot change the type in the Review screen.
   • If you do not include a name (either the name of an individual with whom you normally do business or the business name) in your spreadsheet, you can enter that information in the Review screen.
   • Mark the Omit Row checkbox for any customer information you do not want to import.
9. Click Import. Your customer information will appear in the Customers screen.

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