Import your clients

At the end, your clients — companies, their contacts and your private clients — are created or updated in TAYO.pro from a single file. You start from Settings → Import/Export.

Note

Import is part of the PLUS plan. You need a CSV file: start from the template offered in step 3.

The animation for this guide is coming soon. The steps below are up to date.

Steps

1. Open Settings, then Import/Export. The Import tab is shown.
2. Under Import your data, on the Import Clients card, click the Import Clients button. The Import screen opens at the Upload your file step.
3. Click Download example file, on the right under the file area. You get a CSV template with the right headers.
4. Open the template in your spreadsheet. Delete the three example rows, then enter one row per company or per contact. Save as CSV UTF-8. The details are further down, in The file format.
5. If you want the details of every row, turn on Generate a full check report (CSV) — before choosing the file.
6. Click Add and choose your file. On the web, you can also drag it into the area. Upload and check start straight away, with no other button.
7. At the Check step, wait for the message File check completed successfully. The Preview shows up to 10 rows per category: Companies, Company contacts, Individual contacts.
   • If Errors found during check appears, each error carries its Row number. Fix the file, close the screen and start again from step 2.
8. Click Start import, read the window that opens, then click Confirm.
9. At the Results step, wait for File import completed successfully. The Details block counts the New records, the Updated records and the Failed to import.
10. Click Close. Your import is listed under Past imports; click its row to see its details again.

What next?

Your clients appear in Clients. A company that already existed under the same name is updated instead of being created twice; so is a contact that already existed in that company, with the same e-mail.

The import runs on our servers: you can close the screen while it works and follow it under Past imports.

The file format

• CSV only, 8 MB at most. An Excel file (.xlsx) is not accepted: from your spreadsheet, save it as CSV UTF-8 to keep accented characters.
• Separator: comma, semicolon or tab. TAYO.pro detects it on its own from the header row.
• The first row contains the headers. TAYO.pro only reads the marker between angle brackets, for example <COMPANY name>: the text before it is free. A column without a marker is ignored, like Colonne Non Importée in the template. Copy the markers exactly, capitals included.

Marker	Content
<COMPANY name>	Company name. Used to recognise an existing company.
<COMPANY email>	Company e-mail
<COMPANY phone>	Company phone
<COMPANY website>	Website
<COMPANY notes>	Notes on the company
<CONTACT firstName>	Contact’s first name
<CONTACT lastName>	Contact’s last name
<CONTACT email>	Contact’s e-mail. Used to recognise an existing contact.
<CONTACT mobilePhone>	Mobile phone
<CONTACT privatePhone>	Private phone
<CONTACT proPhone>	Work phone
<CONTACT notes>	Notes on the contact

Each row carries at least a company name or a contact e-mail:

• company name only → a company;
• company name and contact e-mail → a contact, attached to that company (created if needed). For several contacts, one row per contact, repeating the company name;
• contact e-mail only → a private client, whose name is their e-mail;
• neither → the row is in error.

Good to know

• The template also contains <COMPANY address>, <CONTACT title> (form of address) and <CONTACT jobTitle> (occupation). These columns are not taken in for now: complete the address, form of address and occupation in the client’s record after the import.
• During an update, an empty cell erases the existing value. To leave a field untouched, delete its column from the file.
• Row 1 of an error is the first row under the headers.
• Two rows for the same company alone, or for the same private client, make the check fail: the message names the other row.
• A single row in error blocks the whole file: Start import only appears after a successful check.
• The import can take up to 9 minutes. Past 8 minutes, it is marked Import seems stuck and the Stuck? Retry import button appears. For a large file, split it into several files.
• In phone numbers, only digits and a leading + are kept: spaces and dashes disappear.
• By confirming, you attest that these contacts know you, expect your messages, and that the list was neither bought nor rented.
• The example file is in French whatever the app’s language: only the markers count.

To go further: Create and manage your clients.