Skip to content
TAYO.pro Documentation

Import your clients

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

The Import/Export screen: the Import Clients button, downloading the example file, adding the CSV file, the successful check with its preview, then Start import and the import result. The Import/Export screen: the Import Clients button, downloading the example file, adding the CSV file, the successful check with its preview, then Start import and the import result.

Steps

Section titled “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 on the Upload your file step.
  3. Click Download example file, on the right below 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 it as CSV UTF-8. The details are further down, under File format.
  5. If you want the detail 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 onto the area. Upload and check start straight away, with no other button.
  7. On the Check step, wait for 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. On the Results step, wait for File import completed successfully. The Details block counts New records, Updated records and Failed to import.
  10. Click Close. Your import is listed under Past imports; click its row to see the detail again.

What happens next

Section titled “What happens next”

Your clients appear under Clients. A company that already existed under the same name is updated rather than duplicated; 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.

File format

Section titled “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 holds the headers. TAYO.pro reads only the tag between angle brackets, for example <COMPANY name>: the text before it is free. A column without a tag is ignored, like Colonne Non Importée in the template. Copy the tags exactly, capitals included.
Tag 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 about 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 about the contact

Each row has 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, named after their e-mail;
  • neither → the row is in error.

Good to know

Section titled “Good to know”
  • The template also holds <COMPANY address>, <CONTACT title> and <CONTACT jobTitle>. These columns are not imported for now: fill in the address, title and job title on the client’s record after the import.
  • On an update, an empty cell clears the existing value. To leave a field untouched, remove its column from the file.
  • Row 1 in an error is the first row below the headers.
  • Two rows for the same company on its own, or for the same private client, fail the check: the message names the other row.
  • A single row in error blocks the whole file: Start import only appears after a successful check.
  • An import can take up to 9 minutes. Past 8 minutes it is flagged Import seems stuck and the Stuck? Retry import button appears. Split a large file into several smaller ones.
  • In phone numbers only the digits and a leading + are kept: spaces and dashes are dropped.
  • By confirming, you state that these contacts know you, expect to hear from you, and that the list was not bought or rented.
  • The example file is in French whatever the app language: only the tags matter.

Further reading: Creating and managing your clients.