Introduction

This guide explains how to prepare a customer import file using Excel for importing into TRAEDE. TRAEDE’s built-in import tool allows you to create new customers or update existing ones in bulk via a CSV file. You'll learn how to structure the file correctly and which fields are required.

📥 In the next guide, you’ll learn how to upload this file into TRAEDE using the import tool.

Step 1: Use the customer import template

You can download the customer import template directly from the Help Center:

📄 [Download the customer import template](/mnt/data/TRAEDE help center guidelines.pdf)

This Excel file includes all relevant columns for importing customer data into TRAEDE.

Step 2: Understand required vs. optional fields

• Green columns = required

• Other columns = optional, but recommended where applicable

Key fields to include:

• Customer name

• Customer number

• Billing email (important for invoicing)

• Customer groups (optional, use commas to separate)

• Address details: address title, address name, street, city, zip code, country (2-letter code)

Step 3: Add addresses

Each customer can have:

• A primary address (e.g., for invoicing)

• A secondary address (e.g., for delivery)

Make sure to:

• Give each address a title (e.g., "Invoice address", "Delivery address", or "Primary address")

• Use a valid 2-letter ISO country code (e.g., DK, SE, NO)

Step 4: Assign agents (optional)

If using agents:

• Include both agent name and agent email

• The agent must already exist in TRAEDE before importing

Step 5: Add pricing and ordering settings

• Currency: Use 3-letter codes (e.g., DKK, EUR)

• Minimum order amount: Set a number (e.g., 1000)

• Discount: Add a percentage value without % (e.g., 10 for 10%)

Step 6: Set payment terms

These fields should match values in your finance system (e.g., e-conomic, Fortnox, Business Central):

• Payment term name: e.g., Net, Prepaid

• Payment type: Options include net, prepaid, cash, invoiced_month, invoiced_week

• Payment term modifier: e.g., 30 for Net 30

📝 Use the column tooltips in Excel for explanations if needed.

Step 7: Format and save your file

• Save the final file as CSV (.csv) format

• Avoid Excel formatting like % signs or currency symbols

• Ensure all dates, numbers, and text fields are plain text

Example preview of customer import structure