Import your contacts to Shine
You have the option to import your contacts from another system into Shine, as well as export them out of Shine. This is done using a specific format called CSV, which is a text file with comma-separated values, commonly used for data transfer between databases. The CSV file must include certain predefined values. This article explains the key considerations you need to be aware of.
Requirements
The import is very flexible, and the import file can contain the columns that suit you or your system. The only requirements are:
The first row must contain headers
There must be a column named Name
Format
If CustomerNo. is set and there is no Customer header, all contacts will be imported as customers.
If VendorNo. is set and there is no Vendor header, all contacts will be imported as suppliers.
The import can read the following headers:
No.
Name
Address
Address 2
Postal Code
City
State Code
State
Country Code
Country
Contact Person
Email
Contact Person 2
Email 2
Phone Number
Fax
Type
Customer
Supplier
CVR (Company Registration Number)
EAN
Currency
Payment Terms
Language
Email Delivery Method
Import
To import the contacts, you have to go to:
Invoicing > Customers
Click on More > Import contacts
Here you can import the CSV-file.
