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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 Client 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 to the imports area, located in the centre of the page.

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

4. Start organising: in Import type, select Customers.

5. In the Header line, select the line corresponding to the file's header and click the Apply button.

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

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

7. For each column in 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. Delete the columns you do not wish to import using the button Delete button.

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

11. After the import, click on the View imported button.

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

13. Tick the checkbox for the Visible option.

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

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

16. Confirm and click Save.

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