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Import and export customers

The Import menu with its CSV and Excel templates, exporting the list or a selection, and the VAT listings.

Updated on 06/10/2026 Edit this page Open in the full documentation

Three buttons in the Customers toolbar are used for data exchange: Import, Export CSV and the two VAT listings. File import is done on web.novadesko.com; the apps let you download the template and export to CSV.

What you will do

  • Download the template, fill it in and import your customers in one go.
  • Export the whole list or a selection.
  • Consult the annual VAT listing and the intra-Community listing.

Import customers

The Import menu
  1. Click Import in the toolbar.
  2. The menu offers three choices.
  3. First download the CSV or Excel template and fill it in.
  4. Then choose Import a file to upload the completed file.
  1. Click Import then « Télécharger le modèle CSV » (download CSV template) or « Télécharger le modèle Excel » (download Excel template). The template contains one example row.
  2. Fill in the file, one row per customer, keeping the header row.
  3. On web.novadesko.com, click Import › Import a file, drop the file into the Drop a file here area (accepted formats: .xlsx, .xls, .csv) and confirm with Import.
  4. The result message states the number of customers imported and updated. If there is a problem, the first five errors are shown with the row number.
Column Content
id Novadesko identifier, optional. If it exists, the customer is updated; otherwise a new customer is created.
first_name / prenom First name.
last_name / nom Surname.
company / entreprise Company.
email Email address.
company_identification / tva VAT number.
phone, address, postal_code, city, country Phone, address, postcode, city, country code (BE).
Tip

To correct many records, export the list to CSV first: the id column is filled in, so you only have to change the values and re-import the file on the web. Records are updated instead of duplicated.

Warning

The import goes through neither the VIES check nor the form's duplicate check. Clean your file before importing, in particular the VAT numbers (format BE0123456789, without the word "TVA").

Export customers

The Export CSV button offers Export as CSV, Export as Excel (on the web) and Export selection (n), active as soon as a row is ticked. The row menu contains « Exporter (CSV) » (export as CSV) for a single customer.

The CSV file from the apps contains: id, customer_code, first_name, last_name, company, company_identification, email, phone, address, postal_code, city, country, peppol_identity, is_individual, is_archived, created_at. The web export adds the mobile number, fax, date of birth, VAT regime and status.

Note

Depending on your plan, the Export button may be locked (padlock icon). See Plans.

Multiple selection

Quick selection and bulk actions
  1. Select active ticks every active customer in one click.
  2. You can also tick the rows one by one.
  3. Export only the selection as CSV.
  4. Delete applies to the whole selection, after confirmation.

Multiple selection opens a panel with Select active, Select archived, Select all and Reset, then the Duplicate (on the web) and Delete actions. The button's counter shows the number of ticked rows. Without a selection, the message "Please select at least one customer." appears.

Customer VAT listing

The VAT listing: only customers with a VAT number are shown
  1. The listing opens on the National tab.
  2. Only customers with a VAT number appear, with their totals.
  3. The Intracom tab shows the intra-Community listing.
  4. Download the listing for your return.
  • Customer VAT Listing narrows the list to customers that have a VAT number: it is the basis of the annual listing of VAT-registered customers.
  • Intracommunity Customer Listing narrows the list to customers whose VAT number belongs to another member state of the European Union.

In the apps, these two buttons filter the list; the screen subtitle shows the active view. On web.novadesko.com, the listing is drawn up per calendar year: each customer appears with their VAT number, the total excl. VAT, the VAT and the number of documents for the year, and the listing can be emailed to you. The amounts come from validated invoices and credit notes, hence the importance of records without duplicates.

See also