Importing clients into Fact allows 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

The compatible formats for importing clients are: .xlsx, .csv, and .ods.

The imported file must meet the following criteria:

Contain a header row with column names.
Be limited to 2000 rows per file.
The order of columns is flexible.
Unrecognized columns are ignored.
Some values must follow specific formats.
To avoid errors related to accented characters, using the .xlsx format is recommended.

💡 Tip: A client-specific import template is available in the interface.Les formats compatibles pour l'import des clients sont : .xlsx, .csv et .ods.

Le fichier importé doit respecter les critères suivants :

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`

Client import process

Go to Settings menu.
Select Import.
Choose Clients as the data type to import.
Drag and drop the file into the import window (for .csv files, specify the delimiter).
Match the fields in the file to those expected by Fact.
Confirm the import by clicking Import.

Import Results

At the end of the import process, a summary screen will display:

The total number of processed rows.
Successfully imported rows.
Rows with errors, with details per column to facilitate corrections.

If errors are detected, you can modify the file and retry the import.

Import / export data

Import invoices and credit notes

Create a customer

Edit a client

Manage delivery addresses