Before uploading CSVs to Zapfloor, it is crucial to carefully review them using the provided checklists. By following these guidelines, you can ensure that the data in your CSV files is accurate and formatted correctly for a smooth upload.
Note :
- Ensure that the number of users in the list matches or exceeds the number of customers, guaranteeing that each customer has at least one user associated with them.
- If you make edits in Numbers or Excel, remember to export the file as a CSV format to successfully upload it.
Step1: Download the template
Download the template and carefully compare the columns with your file to ensure accuracy. It is important to have only 1 header row in your file.
Step 2: Fill in the template
For Customer (CSV)
| Title | Mandatory | Explanation |
|
Customer Number (ref) |
x | The customer number |
|
Business type (vat, no_vat, private) |
X | Fill in the right type |
|
VAT number |
Depending if vat customer or not. | Fill in in this format BE 0XXX.XXX.XXX |
|
International Customer |
X | Fill in TRUE or FALSE in capitals. Selecting TRUE means that these customers will not be charged taxes on the invoices you send. |
|
Company name |
X | Name of the company |
|
Customer type (member, guest, external) |
X | Fill in member, guest, or external in small letters. |
|
Address line 1 |
X | The street |
|
Address line 2 |
Extra information regarding adress | |
|
Address Number |
X | The number of the house |
|
Zip code |
X | The postal code |
|
City |
X | The City |
|
State |
X |
If the state information is not relevant, simply copy the city name into the state column. |
|
Country (always use BE, DE,..) |
X | Fill in in capital letters |
|
Contact information |
Extra contact information | |
|
Phone (+<landcode><nr>) |
Regular phone number | |
|
Mobile (+<landcode><nr>) |
Mobile phone number | |
|
Website |
Website of the customer | |
|
Fax(+<landcode><nr>) |
Faxnumber | |
|
Public E-mail |
Email address to be used for communication. | |
|
Mail invoices to |
X | email address used for invoices |
|
KVK number |
For non-Dutch customers, you can leave the KVK number empty. |
Note :
- Ensure that the number of users in the list matches or exceeds the number of customers, guaranteeing that each customer has at least one user associated with them.
- If you make edits in Numbers or Excel, remember to export the file as a CSV format to successfully upload it.
For user (CSV)
| Title | Mandatory | Explanation |
|
Customer Number (ref) |
x | The same customer number as on the customer list, so that the system knows which user belongs to which customer. |
|
First name |
X | First name of the user |
|
Last name |
X | Last name of the user |
|
E-mail address |
X | Email address of the user |
|
Send login? |
X | TRUE or FALSE needs to be filled in in capitals. |
|
Language |
X |
You can find the language codes for different languages at this link: https://www.w3schools.com/tags/ref_language_codes.asp. Zapfloor offers language support in the following options: - EN for English - NL for Dutch - DE for German - DA for Danish - FR for French - ES for Spanish |
|
Mobile (+<landcode><nr>) |
The mobile number of the user | |
|
Date of birth |
Date of birth of the user | |
| Unique identifier | Necessary when used with SSO. | |
|
Is active? |
X | When indicating whether a user is active, you can input FALSE if they are not currently active. |
|
Is archived |
X | When indicating whether a user is archived, you can input FALSE if they are not currently archived. |
|
Tags |
If tags are added, you can fill them in here | |
|
Role |
X | To specify the role of a user, simply copy and paste the exact role name from the Settings > Roles section. |
|
Default location |
For the default location of a user, you can easily copy and paste the precise location name from My Center > Location Details. |
Step 3: Upload the CSV
Click on the blue 'upload CSV' button to import the document.
