Importing Customers in Bulk

Have many customers to add? Import them all at once using a CSV file. This guide walks you through the process.

When to Use Bulk Import

• Migrating from another invoicing system
• Adding a large client list
• Updating customer information in batch
• Onboarding multiple customers quickly

Step 1: Download the Template

1. Go to Customers
2. Click "Import" button
3. Click "Download Template"
4. Open the CSV file in Excel or Google Sheets

Step 2: Understanding the Template

The template includes these columns:

Step 3: Fill in Your Data

Tips for Data Entry

• ICE Numbers: Must be exactly 15 digits, no spaces
• Emails: Must be valid email format
• Empty ICE: Leave blank for individual (B2C) customers
• Special Characters: Supported in names and addresses

Example Data

name,ice,email,phone,address,city,postal_code,notes
Maroc Digital SARL,003456789012345,info@maroc-digital.ma,+212522123456,123 Rue Hassan II,Casablanca,20000,Tech client
Comptoir du Sud,004567890123456,contact@comptoir-sud.ma,+212528456789,45 Avenue Mohammed V,Agadir,80000,Wholesale partner
Mohammed Benali,,m.benali@gmail.com,+212661234567,,,Individual customer

Step 4: Upload Your File

1. Save your file as CSV
2. In Hisab, click "Import" > "Upload CSV"
3. Select your file
4. Wait for validation

Step 5: Review Validation

Hisab validates each row:

• Green rows: Valid, ready to import
• Yellow rows: Warnings (optional fields missing)
• Red rows: Errors that must be fixed

Common Errors

Step 6: Complete Import

1. Review the validation summary
2. Choose to skip or fix invalid rows
3. Click "Import X Customers"
4. Wait for confirmation

After Import

• View imported customers in the list
• Each customer gets a unique profile
• You can edit any customer individually
• Start creating invoices immediately

Best Practices

1. Test First: Import 5-10 customers to test your format
2. Keep Backup: Save your original CSV file
3. Batch Size: Import in batches of 100 for best performance
4. Verify ICE: Double-check ICE numbers before import
5. Clean Data: Remove duplicates before importing

Troubleshooting

File Won't Upload

• Ensure it's saved as CSV (not XLSX)
• Check file size (under 5MB)
• Use UTF-8 encoding for special characters

ICE Errors

• Remove any spaces or dashes
• Ensure exactly 15 digits
• Leave completely empty for B2C customers

Next Steps

• Add customers manually
• Create your first invoice