How to import customers from an XLS or CSV file

In Moloni ON, you can import customers, with the option to select different columns containing the required data.

Follow these steps:

1. In the Customer Area, in the top left corner, access the Tools menu and click on Imports.

2. By default, the Import tab is selected. Drag the desired file into the import area, located in the centre of the page.

3. Moloni ON will let you know when the file is ready via notifications. Click on the 3-dot menu and select the Sheets option.

4. Start organising: under Import type select Customers.

5. Under Header line select the row corresponding to the file header and click the Apply button.

Tip:

If your file has the column names in the first row, you may need to see them during organisation, but not import them as data. To prevent this row from being imported, enter 1 in the Header line field and click the Apply button.

6. If you wish to update existing information, enable the Update in case of conflict option.

Note:

This option allows you to update customers already existing in the account with new data present in the imported file.

7. In each column under the Type field, select the desired option.

8. You can add new columns by clicking the Create column button.

In the Fixed value field you can enter, for example, Portuguese. Under Type, select the desired option and click the Create button.

9. You can also delete columns you do not wish to import using the Delete button.

10. Once the information is organised, click the Start import button to import the customers.

11. After the import is complete, click the View imported button.

If the import shows errors and/or alerts, click the Download list button to check them.

12. Select all imported customers and click on Bulk edit. This feature allows you to update multiple data sets simultaneously.

13. Enable the checkbox for the Visible option.

14. Enable the Visible option so that the customers appear in the list.

15. To update other data simultaneously (e.g. Address), enable the respective checkboxes to the left of each field and fill in the required information.

16. Confirm and click Save.

Import complete! Your customers are updated and ready to be used in your documents.