You can easily import {{variable.customers}} to {{variable.Nexudus}} in a few steps {{variable.OnTheAdminPanel}}.

Click on each of the steps below for step-by-step instructions.

Step 1. Downloading the {{variable.template}}

The first step of the process is to download the import {{variable.template}} you'll use to add {{variable.customers}}. You can get this {{variable.template}} from {{variable.Imports_Link}} {{variable.OnTheAdminPanel}}.

{{snippet.FirstStepProcedure}}
{{variable.CLICK}} {{variable.Imports_Link}}.
{{variable.CLICK_ON}} the {{variable.Customers_CAP}} tab.
{{variable.CLICK_ON}} Download {{variable.template}}.

The download should only take a few seconds. You'll find the {{variable.template}} file in the Downloads folder of your device.

Step 2. Editing the {{variable.template}}

The second step is to add all the relevant {{variable.customer}} data to your import {{variable.template}}.

The steps below show you how to do this in Excel, but you can use any spreadsheet tool that can open and edit CSV files.

Open the import {{variable.template}} file you've downloaded in Step 1.

You should see the column headers in row 1 and a few rows of dummy data underneath.

Add your {{variable.customer}} data in each column following the dummy data's {{variable.template}}.

Need to include multiple {{variable.customers}} on the same {{variable.template}}?

Add each {{variable.customer}} as its own row.

Remove the dummy data rows from the import {{variable.template}}, making sure you don't remove any of the column headers.
Save your changes.

Always save your file as a CSV UTF-8 file.

Imports_SaveFormat

You're now ready to format your data before the reupload.

Step 3. Formatting the {{variable.template}}

The third step is to ensure your {{variable.template}} is properly formatted for a successful import in {{variable.Nexudus}}. Make sure you check the following formatting elements before uploading your import {{variable.template}}.

Date Columns

All columns that include a date should be set to the yyyy-mm-dd hh:mm format. This format isn't available by default in most spreadsheet tools, but you can add this custom format to your date columns in a few clicks.

Here's how to do it in Excel:

Select the entire date column in your import {{variable.template}}.
Right click the column.
{{variable.SELECT}} Format cells.
{{variable.CLICK_ON}} Custom.
{{variable.ADD}} yyyy-mm-dd hh:mm in the Type field.
{{variable.CLICK_ON}} OK.

The dates in your column should now appear in the right format, for example 2021-10-11 16:00. Repeat the process for every column that includes a date in your import {{variable.template}}.

YES or NO Columns

All columns that include YES or NO should always be uppercase.

Address Columns

If your file includes address columns, make sure the addresses are between double brackets when they contain one or multiple commas.

For example if your address is 12 Street, XYZ Building, City, you should make sure it is added as "12 Street, XYZ Building, City" in your {{variable.template}}.

Columns Including Existing {{variable.Nexudus}} Items

All columns that include the name of items that already exist in your {{variable.Nexudus}} account must always be an exact match in your import file. The spelling is case-sensitive and includes spacing.

For example, if a product's name in {{variable.Nexudus}} is Notepad, the {{variable.product}} name in your import file must be Notepad. Using alternative spellings such as Note Pad or notepad will result in an import failure.

Don't reopen your import file once you've saved all your changes and closed the file.

Doing so will automatically reset the custom date format you've defined and you'll need to reformat the date columns a second time.

Step 4. Uploading the edited {{variable.template}}

The last step of the data import process is simply to upload your edited import {{variable.template}} file back in {{variable.Nexudus}}.

{{snippet.FirstStepProcedure}}
{{variable.CLICK}} {{variable.Imports_Link}}.
{{variable.CLICK_ON}} the {{variable.Customers_CAP}} tab.
{{variable.CLICK_ON}} Select file.
{{variable.SELECT}} your edited import {{variable.template}} file.
{{variable.CLICK_ON}} Open.

The larger your file is, the longer it will take to upload.

{{variable.CLICK_ON}} Load preview.
{{variable.CLICK_ON}} Import data.

You've successfully imported your data into {{variable.Nexudus}}.

Couldn't complete the import?

Check out Troubleshooting Import Errors or {{variable.ContactSupport}}.

Import columns explained

Column	Details	Format	Required or Optional
CoworkerType	Defines whether the {{variable.customer}} is a company {{variable.customer}} or an individual {{variable.customer}}.	Choose from: Individual or Company.	{{variable.Required_RedBold}}
{{variable.Location_CAP}}	{{variable.Location_CAP}} where the {{variable.customer}} should be added.	Must be an exact match (spelling and case) with the relevant {{variable.location}} in your {{variable.Nexudus}} account.	{{variable.Required_RedBold}}
Fullname	Customer's first and last name.	-	{{variable.Required_RedBold}}
Email	Customer's email address.	A valid email address.	{{variable.Required_RedBold}}
Active	Activate the customer's account.	YES or NO	{{variable.Optional_GreenBold}}
SendWelcomeEmail	Grant {{variable.customers}} access to your {{variable.MembersPortal}} by sending them an email with login details.	YES or NO	{{variable.Optional_GreenBold}}
Plan	Plan that you want to assign to the {{variable.customer}} to make them a {{variable.member}}.	Must be an exact match (spelling and case) with an existing {{variable.plan}} in your {{variable.Nexudus}} account.	{{variable.Optional_GreenBold}}
RegistrationDate	Date when the {{variable.customer}} is added to {{variable.Nexudus}}.	yyyy-mm-dd hh:mm	{{variable.Required_RedBold}}
ContractStartDate	Start date of the customer's {{variable.contract}} if they are signed up to a {{variable.plan}}.	yyyy-mm-dd hh:mm	{{variable.Required_RedBold}} if you fill out {{variable.plan}}.
ContractCancellationDate	Scheduled cancellation date for the customer's {{variable.contract}}, if any.	yyyy-mm-dd hh:mm	{{variable.Optional_GreenBold}}
InvoicedPeriodDate	The start date that the next {{variable.invoice}} period will cover.	yyyy-mm-dd hh:mm	{{variable.Required_RedBold}} if you fill out Plan.
ContractNextInvoiceDate	Date when the next invoice for the {{variable.contract}} should be issued.	yyyy-mm-dd hh:mm	{{variable.Required_RedBold}} if you fill out Plan.
ContractUnitPrice	Target price of the floor plan unit linked to the customer’s {{variable.contract}}.	Either a whole or decimal number.	{{variable.Optional_GreenBold}}
ProfileTags	Professional tags to display skills on customer's profile.	-	{{variable.Optional_GreenBold}}
Tag	Short text to identify the {{variable.customer}}.	-	{{variable.Optional_GreenBold}}
MobilePhone	Customer’s Mobile Phone Number.	-	{{variable.Optional_GreenBold}}
AccessCardId	Customer’s access card number.	-	{{variable.Optional_GreenBold}}
Position	Customer’s position or job title.	-	{{variable.Optional_GreenBold}}
DeskNames	Name of Desk assigned to the {{variable.customer}}, if any.	Must be an exact match (spelling and case) with an existing Desk name in your {{variable.Nexudus}} account.	{{variable.Optional_GreenBold}}
TeamNames	Name of team the {{variable.customer}} belongs to, if any.	Must be an exact match (spelling and case) with an existing team name in your {{variable.Nexudus}} account.	{{variable.Optional_GreenBold}}
MergeInvoicing	Define if {{variable.customer}} will share {{variable.invoices}} with {{variable.members}} of their {{variable.team}}.	YES or NO	{{variable.Optional_GreenBold}}
UnrestrictedPrintingViaPaperCut	PaperCut printing integration has been activated for the {{variable.customer}} to use. Must be done before import.	YES or NO	{{variable.Optional_GreenBold}}
CompanyName	Name of company the {{variable.customer}} belongs to, if any.	-	{{variable.Optional_GreenBold}}
EzeepPrintingEnabled	Ezeep Printing integration has been activated for the {{variable.customer}} to use. Must be done before import.	YES or NO	{{variable.Optional_GreenBold}}
EzeepBluePrintingEnabled	Ezeep Blue Printing integration has been activated for the {{variable.customer}} to use. Must be done before import.	YES or NO	{{variable.Optional_GreenBold}}
EnableGoCardessPayments	GoCardless payments has been set up for the {{variable.customer}} to use. Must be done before import.	YES or NO	{{variable.Optional_GreenBold}}
StripeBacsDDEnabled	Stripe Bacs DD payment has been set up for the {{variable.customer}} to use. Must be done before import.	YES or NO	{{variable.Optional_GreenBold}}
Address	Customer’s address.	Addresses longer than a line should be enclosed in double quotation marks e.g. “3 Brixton Road, London, SW9”.	{{variable.Optional_GreenBold}}
TaxIdNumber	Customer’s personal tax ID number.	Must be unique to each {{variable.customer}}.	{{variable.Optional_GreenBold}}
UniqueReferenceNumber	Customer’s unique reference number.	Must be unique to each {{variable.customer}}.	{{variable.Optional_GreenBold}}
BillingEmail	Customer's email address for billing and {{variable.invoices}}.	A valid email address.	{{variable.Optional_GreenBold}}
BusinessIds	{{variable.Location_CAP}} reference numbers for the {{variable.locations}} you want {{variable.customers}} to be added.	Must be an exact match (spelling and case) with the relevant {{variable.location}} reference number in your {{variable.Nexudus}} account.	{{variable.Optional_GreenBold}}
Custom 1 to 30	Value for each publishable {{variable.customer}} custom field.	You must create the custom field in {{variable.Nexudus}} before including its value in your import.	{{variable.Optional_GreenBold}}
DoNotUpdateExistingCustomer	Update record if details match an existing {{variable.customer}}.	YES or NO	{{variable.Optional_GreenBold}}

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