> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/clients/import-clients/filling-in-the-client-import-sheet.md).

# Filling in the Client Import Sheet

A client import is only as good as the spreadsheet behind it. This page explains each column of the OrderEazi client import template. Keep the headings exactly as they are: OrderEazi finds the columns by their heading, so you can leave out the ones you aren't changing.

### The required columns

These columns must be in the file:

* **Code:** The client's account code. The import uses it to find clients that already exist.
* **Company / Client Name:** The client's name. Required on every row.
* **Payments Due Date:** The number of days the client has to pay, such as 30.
* **Payment Type:** How the days are counted. Copy it from the Payment\_Types\_Lookup sheet, for example DaysFromDateOfInvoice.

For a new client, **Contact Name**, **Contact Surname**, and a valid **Email** are also required.

### The other columns

| Column                | What to enter                                                                     |
| --------------------- | --------------------------------------------------------------------------------- |
| Is Active             | true for an active client, false for an inactive one                              |
| Sales Rep             | The email address of the client's sales rep, as it is in OrderEazi                |
| Currency              | The currency code, such as ZAR. Unknown codes use your organisation's currency    |
| Tax Type              | A tax type from the TaxTypes\_Lookup sheet. Unknown or empty means No VAT         |
| Website Address       | The client's website                                                              |
| Industry              | An industry from the Industry\_Lookup sheet                                       |
| VAT Reference         | The client's VAT number                                                           |
| Identification Number | An ID or other identifying number                                                 |
| Balance               | What the client currently owes you                                                |
| Credit Limit          | The client's credit limit                                                         |
| Contact Job Title     | The main contact's job title                                                      |
| Contact Country       | The main contact's country                                                        |
| Phone, Mobile         | The main contact's numbers                                                        |
| Shipping ...          | The delivery address: building, street, suburb, city, province, country, and code |
| Postal ...            | The billing address, in the same parts                                            |

Countries can be a name, such as "South Africa", or a two-letter code, such as "ZA". OrderEazi saves them as the code.

**Example:** A row with Code ACME001, Company / Client Name "Acme Ltd", Payments Due Date 30, Payment Type DaysFromDateOfInvoice, Contact Name Thandi, Contact Surname Nkosi, and Email <thandi@acme.co.za> adds Acme Ltd with 30-day terms and Thandi as the main contact.

### Additional contacts

To import more contacts, add an Additional Contacts sheet with a **Code** and **Email** column for each contact. Contacts are matched to clients by code, and to existing contacts by email.

### Related pages

* [Import Clients](/central/order-management/clients/import-clients.md): upload the finished file
* [Editing a client](/central/order-management/clients/editing-a-client.md): what each field does on the client screen