You may have a customer listing when you first start with Treezsoft. Users can manually enter the customer into the system one by one, along with the relevant details. This method will be a slow process if you have a significant number of customers. In Treezsoft, for your convenience, we've made the import process a relatively simple process. You can import a list of your existing customers all at once.
How to import customer listing?
To import the list of customers to TreezSoft, navigating through Customer > Manage > Customers.
Click on the “Import Customers" button at the bottom left corner.
You will see the screen below after you click on the import button.
1. Click on "Browse" to select your customers based on a formatted CSV file provide by TreezSoft.
2. Click on "Upload' to proceed.
To import a list of customers, you can download the template from:
You can refer to the table below on the columns and restrictions when filling the data.
| Column |
Description |
Mandatory |
Remarks |
| Code |
The customer code |
Yes |
|
| Name |
The customer name |
Yes |
|
| Control Account Code |
The customer control account code |
Yes |
|
| Term |
The payment term for the customer |
|
Value: Payment Term code |
| Credit limit |
The credit limit for customer |
|
Max. 2 decimal places
Not allow negative
|
| Currency |
The currency used for the transaction |
Yes |
Value: Currency Code |
| Description |
Remark for the customer |
|
|
| Phone 1 |
The phone number of the customer |
|
|
| Phone 2 |
The phone number of the customer |
|
|
| Fax |
Customer telefax |
|
|
| Email |
Email address |
|
|
| Email CC |
Email CC |
|
|
| Salesperson Code |
Salesperson code |
|
|
| Website |
Website |
|
|
| Address 1 |
Billing address |
|
|
| Address 2 |
Delivery address |
|
|
| City |
City |
|
|
| State |
State |
|
|
| Post Code |
Post Code |
|
|
| Country |
Country |
|
Value: Country full name |
| Contact Name |
Customer contact name |
|
|
| Customer Type |
Define customer type |
|
Value: code |
| Membership Type |
Membership type |
|
Value: code |
| Membership No |
Membership number |
|
|
| Joining Date |
Joining date |
|
Format: YYYY-MM-DD |
| Expire Date |
Expire date |
|
Format: YYYY-MM-DD |
| Birthday |
Birthday |
|
Format: YYYY-MM-DD |
You can visit these links to read more about customers in TreezSoft:
You can also read more on import function in TreezSoft blog by visiting these links:
TreezSoft is a cloud accounting software for Small and Medium-sized Enterprises (SMEs). It allows you to access your financial information anytime, anywhere. It also allows you to have unlimited users for FREE for your account in TreezSoft. Our aim is to help reduce our clients' time spent on accounting mainly by using our automated processes and integration to help increase their company efficiency at minimum costs. SMEs can use TreezSoft to keep track of their expenses, accounts, daily operation e.g. Point of Sales (namely QPOS) system and etc.
Visit TreezSoft at http://www.treezsoft.com/ to sign up for a 30 days trial account with us!
You can also email us at [email protected] for more inquiries.