# Filling in the Client Import Sheet

**Client Name:** Enter in the Name or Company Name of the client. This is a required field.

**Active:** Enter true for Active and False for Inactive.

**Industry:** Using the Industry\_Lookup Tab you can copy and paste in the industry the client is in.

**VATReference:** 

**IdentificationNumber:**

**Balance:** Enter in the current balance that the client has with you.

**CreditLimit:** Enter in the current credit limit for the client.

**SalesRep:** Enter in the email address of the sales rep assigned to the client.

**WebsiteAddress:** Enter in the URL of the clients website

**TaxType:** Select the TaxTypes\_lookup tab and copy and paste the correct option in this column.

**PaymentDueDate:** Enter in the number of days the client has to pay. This is a required Field.

**PaymentType:** Go to the Payment\_Types\_Lookup tab and copy and paste in the payment type for this client. This is a required field.

**Currency:** Please type in the Currency code, if you are unsure you can google the code.

**Name:** Enter in the contact persons Name. This is a required field.

**Surname:** Enter in the contact persons Surname. This is a required field.

**JobTitle:** Enter in the job tile of the contact person

**Telephone:** Enter in the company landline number if they have one.

**Mobile:** Enter in the contact persons 

**Email:** Enter in the contact persons email address. This is a required field.

**Contact Country:** Enter the name of the country that the contact person is from.

**Postal and Shipping Address:** Enter in the billing and postal address of the contact person.


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