--- title: "Importing Customers" slug: "importing-customers" updated: 2024-12-06T18:28:44Z published: 2024-12-06T18:28:44Z --- > ## Documentation Index > Fetch the complete documentation index at: https://help.nexudus.com/llms.txt > Use this file to discover all available pages before exploring further. # Importing Customers You can easily import customers to Nexudus in a few steps on the Admin Panel. **Click on each of the steps below for step-by-step instructions.** ## Step 1. Downloading the template The first step of the process is to download the import template you'll use to add customers. You can get this template from [**Settings > Imports**](https://dashboard.nexudus.com/settings/importers/coworker) on the Admin Panel. 1. Log in to [dashboard.nexudus.com](https://dashboard.nexudus.com/) if you aren't already. 2. Click [**Settings > Imports**](https://dashboard.nexudus.com/settings/importers/coworker). 3. Click on the **Customers** tab. 4. Click on **Download template**. The download should only take a few seconds. You'll find the template file in the *Downloads* folder of your device. ## Step 2. Editing the template The second step is to add all the relevant customer data to your import 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.* 1. Open the import 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.* ![image.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/image%28219%29.png) 1. Add your customer data in each column following the dummy data's template. Need to include multiple customers on the same template? Add each customer as its own row. 1. Remove the dummy data rows from the import template, making sure you don't remove any of the column headers. 2. Save your changes. Always save your file as a **CSV UTF-8** file. ![Imports_SaveFormat](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/Imports_SaveFormat.png) You're now ready to format your data before the reupload. ## Step 3. Formatting the template The third step is to ensure your template is properly formatted for a successful import in Nexudus. Make sure you check the following formatting elements before uploading your import 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: 1. Select the entire date column in your import template. 2. Right click the column. 3. Select **Format cells**. 4. Click on **Custom**. 5. Add **yyyy-mm-dd hh:mm** in the *Type* field. 6. 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 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 template.* ### Columns Including Existing Nexudus Items All columns that include the name of items that already exist in your 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 Nexudus is **Notepad**, the 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 template The last step of the data import process is simply to upload your edited import template file back in Nexudus. 1. Log in to [dashboard.nexudus.com](https://dashboard.nexudus.com/) if you aren't already. 2. Click [**Settings > Imports**](https://dashboard.nexudus.com/settings/importers/coworker). 3. Click on the **Customers** tab. 4. Click on **Select file**. 5. Select your edited import template file. 6. Click on **Open**. *The larger your file is, the longer it will take to upload.* 1. Click on **Load preview**. 2. Click on **Import data**. You've successfully imported your data into Nexudus. Couldn't complete the import? Check out [Troubleshooting Import Errors](/v3/docs/troubleshooting-import-errors) or [contact support](https://help.nexudus.com/docs/contacting-support). --- ## Import columns explained | Column | Details | Format | Required or Optional | | --- | --- | --- | --- | | **CoworkerType** | Defines whether the customer is a company customer or an individual customer. | Choose from: **Individual** or **Company**. | **Required****** | | **Location** | Location where the customer should be added. | Must be an exact match (spelling and case) with the relevant **location** in your Nexudus account. | **Required****** | | **Fullname** | Customer's first and last name. | - | **Required****** | | **Email** | Customer's email address. | A valid email address. | **Required****** | | **Active** | Activate the customer's account. | **YES** or **NO** | **Optional** | | **SendWelcomeEmail** | Grant customers access to your Members Portal by sending them an email with login details. | **YES** or **NO** | **Optional** | | **Plan** | Plan that you want to assign to the customer to make them a member. | Must be an exact match (spelling and case) with an existing **plan** in your Nexudus account. | **Optional** | | **RegistrationDate** | Date when the customer is added to Nexudus. | **yyyy-mm-dd hh:mm** | **Required****** | | **ContractStartDate** | Start date of the customer's contract if they are signed up to a plan. | **yyyy-mm-dd hh:mm** | **Required****** if you fill out **plan**. | | **ContractCancellationDate** | Scheduled cancellation date for the customer's contract, if any. | **yyyy-mm-dd hh:mm** | **Optional** | | **InvoicedPeriodDate** | The start date that the next invoice period will cover. | **yyyy-mm-dd hh:mm** | **Required****** if you fill out **Plan**. | | **ContractNextInvoiceDate** | Date when the next invoice for the contract should be issued. | **yyyy-mm-dd hh:mm** | **Required****** if you fill out **Plan**. | | **ContractUnitPrice** | Target price of the floor plan unit linked to the customer’s contract. | Either a whole or decimal number. | **Optional** | | **ProfileTags** | Professional tags to display skills on customer's profile. | - | **Optional** | | **Tag** | Short text to identify the customer. | - | **Optional** | | **MobilePhone** | Customer’s Mobile Phone Number. | - | **Optional** | | **AccessCardId** | Customer’s access card number. | - | **Optional** | | **Position** | Customer’s position or job title. | - | **Optional** | | **DeskNames** | Name of Desk assigned to the customer, if any. | Must be an exact match (spelling and case) with an existing **Desk name** in your Nexudus account. | **Optional** | | **TeamNames** | Name of team the customer belongs to, if any. | Must be an exact match (spelling and case) with an existing **team name** in your Nexudus account. | **Optional** | | **MergeInvoicing** | Define if customer will share invoices with members of their team. | **YES** or **NO** | **Optional** | | **UnrestrictedPrintingViaPaperCut** | PaperCut printing integration has been activated for the customer to use. **Must be done before import**. | **YES** or **NO** | **Optional** | | **CompanyName** | Name of company the customer belongs to, if any. | - | **Optional** | | **EzeepPrintingEnabled** | Ezeep Printing integration has been activated for the customer to use. **Must be done before import**. | **YES** or **NO** | **Optional** | | **EzeepBluePrintingEnabled** | Ezeep Blue Printing integration has been activated for the customer to use. **Must be done before import**. | **YES** or **NO** | **Optional** | | **EnableGoCardessPayments** | GoCardless payments has been set up for the customer to use. **Must be done before import**. | **YES** or **NO** | **Optional** | | **StripeBacsDDEnabled** | Stripe Bacs DD payment has been set up for the customer to use. **Must be done before import**. | **YES** or **NO** | **Optional** | | **Address** | Customer’s address. | Addresses longer than a line should be enclosed in double quotation marks e.g. “3 Brixton Road, London, SW9”. | **Optional** | | **TaxIdNumber** | Customer’s personal tax ID number. | Must be unique to each customer. | **Optional** | | **UniqueReferenceNumber** | Customer’s unique reference number. | Must be unique to each customer. | **Optional** | | **BillingEmail** | Customer's email address for billing and invoices. | A valid email address. | **Optional** | | **BusinessIds** | Location reference numbers for the locations you want customers to be added. | Must be an exact match (spelling and case) with the relevant **location reference number** in your Nexudus account. | **Optional** | | **Custom 1 to 30** | Value for each publishable customer custom field. | You must create the custom field in Nexudus before including its value in your import. | **Optional** | | **DoNotUpdateExistingCustomer** | Update record if details match an existing customer. | **YES** or **NO** | **Optional** |