Import Customers via CSV Praxis Desk

Import existing customer data from a CSV file into offisy.

Requirements

• You are logged in with the Create customers permission.
• You have a CSV file with the data to import.

Prepare the CSV file

• Delimiter: comma or semicolon
• Encoding: UTF-8
• First row: optionally used as column headers
• One record per row

How to do it

1. Open the Customer list.
2. Click Import (button in the toolbar).
3. Select your CSV file.
4. offisy detects header rows automatically. Uncheck "First row is header" if your file has no column headers.
5. Map the CSV columns to offisy fields (field mapping).
6. Click Import to complete the process.

offisy creates a new record for each row. Existing records are not overwritten.