Importing clients into Fact allows you to quickly add new clients or update existing records. With this tool, you can import a large volume of clients in a single operation.

⚠️ Important : If a client reference already exists in Fact, the corresponding client’s information will be updated during the import (and thus overwritten by the import process).

Accepted import files

Supported formats:

.xlsx (recommended for accented characters and complex formatting)
.csv (delimiter must be specified)
.ods

File rules:

The file must include a header row with column names.
Up to 2000 rows per import.
Column order does not matter.
Unrecognized columns are ignored.
Some fields require specific formats (see Import Template and Specifics section).
For files containing accented characters, the .xlsx format is recommended.

To avoid errors related to accented characters, using the .xlsx format is recommended.

💡 Tip: Pre-filled import templates are available in the import interface for each data type.

Data that can be imported

Field	Description	Required
Client Reference	Unique client identifier	✅ Yes
Company Name	Client's name or company name	✅ Yes
Type	Type of client (company, individual, etc.)	No
Siret	SIRET number	No
VAT Number	VAT identification number	No
VAT Type	Applied VAT type	No
Postal Address (Address, Address Complement, Postal Code, City, Country)	Client’s primary address. For the country, use ISO alpha-2 country codes (e.g., FR, US) or the labels provided in the import templates, strictly following spelling and case.	✅ Yes (except for address complement)
Phone	Client's phone number	No
Mobile	Mobile phone number	No
Fax	Fax number	No
Email	Client's email address	No
Website	Client's website	No
Account and Client Account Label	To automatically generate auxiliary accounts, fill in these fields and enable "Automatic client account generation" in Settings.	No
Payment Method	Must match one of the predefined values listed below.	No
Payment Term	Must match one of the predefined values listed below.	No
Delivery Address (Address, Address Complement, Postal Code, City, Country)	To import multiple delivery addresses, add rows with the same client reference and fill in only the specific delivery address fields.	No
SEPA Mandate (RUM Code, Start Date, Mandate Type, Activation)	To import multiple mandates, add rows with the same client reference and fill in only the SEPA mandate-specific fields.	No

Regarding auxiliary accounts, adhere to the account roots previously defined in the accounting system. For more information, contact the accounting firm.

Accepted payment methods

Payment Method

Direct Debit

Bank Transfer

Check

LCR Not Accepted

CSF Upon Acceptance

Credit Card

Factoring

PayPal

Cash

Interbank Payment

Bill of Exchange

Gift Card

Holiday Vouchers

Meal Ticket

Payment terms

Valeur	Code à saisir
15 days	`15_days`
30 days	`30_days`
30 days end of month, 10	`30_days_fall_month`
30 days end of month, 15	`30_days_fall_month_15`
45 days	`45_days`
45 days end of month	`45_days_fall_month`
45 days end of month, 15	`45_days_fall_month_15h`
60 days	`60_days`
60 days end of month	`60_days_fall_month`
60 days end of month, 10	`60_days_fall_month_10`
60 jours end of month, 15	`60_days_fall_month_15`
8 days	`8_days`
90 days	`90_days`
90 days end of month,	`90_days_fall_month`
Upon completion	`at_completion`
Upon removal	`at_removal`
End of Month	`fall_month`
End of Month, 5	`fall_month_5`
Upon invoice receipt	`invoice`
20th of the Month	`month_20`
15th of the Month	`month_15`
5th of the Month	`month_5`
Payment plan	`payment_plan`
To be agreed	`to_agree`
Immédiate	`immediate`

Steps to Import

Go to Settings > Import
Select the type of data to import: Clients
Drag and drop your file, or browse to select it
(for .csv files, specify the delimiter used)
Match your columns in the column mapping screen
Click Import to confirm

Column Mapping Screen

Before finalizing the import, Fact lets match the columns in the file to the expected fields.

Key features of this screen:

An alert at the top lists required columns that are correctly mapped and those still missing, to ensure that all essential data will be imported.
If Fact recognizes some columns based on their headers, they will be pre-mapped automatically.
You can set a default value for some fields — if a cell is empty, the default will be used.
A preview of the first 10 rows of your file is displayed to help with accurate column mapping.

Import Results

Once the import is complete, a summary screen will appear with:

The total number of rows processed
The number of successful and failed rows
A detailed error table showing issues by row and column

This summary helps you quickly identify any adjustments needed in your file before re-importing.

Grouped actions

Import clients (customers)