How to import customers via spreadsheet

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In Demander Web, the Import screen registers customers from the model spreadsheet.

Caution

This import is not recommended for a company with ERP integration. If your company uses an ERP, contact support before importing.

Step by step

1. Open the Import screen.
2. If the screen asks for Empresa, select the company.
3. In Tabela, select Clientes.
4. Click Baixar a planilha de exemplo. The file is PlanilhaExemploClientes.xlsx.
5. Use that model spreadsheet. Do not create another from scratch.
6. Keep the first two rows: column names and Obrigatório / Opcional.
7. Fill in data from the third row, one customer per row.
8. Pay attention to the required fields.
9. Import the file in Importar arquivo (or drag the file). Accepts XLSX, ODS or CSV, up to 8 MB.

Note

Do not change the column order. Do not delete cells, rows or columns. Fill in the cells only, one record per row.

Required fields

The second row of the spreadsheet marks what is required. On each customer row fill in:

• Código
• Razão Social
• Cidade
• UF
• CNPJ ou CPF
• Ativo — use 1 (active) or 0 (inactive)

The other fields are optional (trade name, address, phones, emails, salesperson, price list, branch, latitude and longitude).

Customers are added to the Clientes screen.

Manual registration: How to register customers in Demander.