Importing and exporting data simplifies information management in Fact. With these tools, it becomes easy to quickly add new data, update existing records, or extract information for analysis. These processes streamline administrative tasks and save significant time, especially when handling large volumes of data.

Fact allows the import and export of the following types of data:

Categories
Items
Clients
Invoices and credit notes (see the dedicated article)

This article explains how to import categories, items, and clients, along with the specific requirements to follow.

Importing Data

Accepted File Formats

Supported formats: .xlsx, .csv, and .ods.
The imported file must contain a header row with column names.
The number of rows is limited to 2000 per file.

Key points to note:

The column order in the file does not matter.
Extra columns are ignored.
Some values must follow specific formats (see the Import Template and Specificities section).
For accented characters, the .xlsx format is recommended.

Tips:

Import templates are available in the interface for each type of data.
Each category, item, and client must have a unique reference.

Import Process

Go to the Settings menu.
Select Import.
Choose the type of data to import: Categories, Items, or Clients.
Drag and drop the file into the import window (for .csv files, specify the delimiter).
Match the fields to the corresponding columns from the file in the mapping screen.
Click Import to validate.

Once the import is complete:

A summary screen appears with a recap of the imported data, including:
- The total number of processed rows.
- Successfully imported rows and rows with errors.
- A detailed table of errors by row and column.

This summary helps quickly identify any necessary corrections to the file for re-importing.

Important :

Import categories before items to correctly reference categories in the items.
If a category, item, or client already exists, its data will be updated during the import.

Import templateq and specificities

Import templates are availables in import window (.xlsx, .csv, .ods) :

Decimals

In columns containing amounts (amounts, VAT rates, quantities, and discounts), the comma is replaced with a dot as the decimal separator.

Specifics for .xlsx files

For fields containing a sequence of digits (e.g., phone number, SIRET, postal code), add an apostrophe (’) before the value to force text formatting.

Item-specific Fields

For the "unit" field, use the following values:

Label	Value to enter
Centimètre	`centimeter`
Mètre cube	`cubic_meter`
Gramme	`gram`
Forfaitaire	`inclusive`
Kilogramme	`kilogram`
Tonne	`ton`
Kilomètre	`kilometer`
Litre	`liter`
Mètre	`meter`
Milliltre	`milliliter`
Mètre linéaire	`linear_meter`
Mètre carré	`square_meter`
Unitaire	`unitary`
Pourcentage	`percent`
Heure	`hour`
Jour	`day`
Semaine	`week`
Mois	`month`
Année	`year`

Client-Specific fields

Auxiliary Accounts:
To automatically generate auxiliary accounts, fill in the fields "Account" and "Client Account Label". Enable the "Automatic Client Account Generation" option in Settings.
Payment methods and terms:
Predefined correspondences must be followed.
Country Management: Two formats are accepted for the Country field:
- ISO Alpha-2 country codes (e.g., FR, US).
- Labels provided in export templates. The spelling and case must match exactly.
Delivery Addresses:
To import multiple delivery addresses for a client:

Fill in the main client information in the first row:
- Client name, Reference, and other required fields.
- Complete the columns for the main address.
To add a second delivery address or more:
- Add a new row in the import file.
- Use the same value in the "Reference" column to identify the client.
- Complete the following columns for the new address:
  - Address Name (delivery address)
  - Address (delivery address)
  - Address Complement (delivery address)
  - Postal Code (delivery address)
  - City (delivery address)
  - Country (delivery address).
Repeat this operation for additional delivery addresses, ensuring the client reference remains identical.

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

Payment mode and payment term

Payment mode
Prélèvement
Virement
Chèques
LCR non accepté
CSF à acceptation
Carte bancaire
Affacturage
Paypal
Espèces
Paiement interbancaire
Billet à ordre
Carte cadeau
Chèques vacances
Ticket restaurant

Payment term
Le 20 du mois
Fin du mois, le 5
Fin du mois, le 20
Fin du mois, le 10
Le 15 du mois
Le 5 du mois
Fin du mois
5 jours
8 jours
10 jours fin de mois
10 jours
15 jours
20 jours
20 jours fin de mois
30 jours fin de mois, le 15
30 jours fin de mois, le 10
30 jours fin de mois
45 jours
45 jours fin de mois
60 jours fin de mois, le 15
60 jours fin de mois, le 10
60 jours fin de mois
60 jours
90 jours
90 jours fin de mois
A l'achèvement
A réception de la facture
A l'enlèvement
Immédiat
Plan de paiement
A convenir

Export Data

The export of categories, items, and clients is available in .csv and .xls formats.

Export Process

Go to the Settings menu and select Export.
Choose the type of data to export.
Click Download to obtain the file.

Import invoices and credit notes

Create a customer

Manage delivery addresses

How to create a delivery note?

Edit a custom document template