Template Columns

Understanding the CSV template structure.

Download Template First

Always download the template from VasBox to ensure you have the correct format. Go to Customers → Import → Download Template.

Column	Required	Description	Example
name	Yes	Customer or business name	ABC Trading Co
email	No	Email address	contact@abc.co.zw
phone	No	Phone number	+263 77 123 4567
tax_id	No	Tax Identification Number	1234567890
address_street	No	Street address	123 Main St
address_city	No	City	Harare
address_province	No	Province/State	Harare
address_country	No	Country	Zimbabwe
notes	No	Internal notes	Key account
is_active	No	Active status (true/false)	true

Import Process

Follow these steps to import your customers.

Navigate to Customers → Import and click Download Template to get the CSV template with the correct column headers.

Open the template in Excel or Google Sheets and fill in your customer data:

Upload your CSV file and preview the import:

Customer Import Preview

app.vasbox.co.zw

15 customers found in file

No errors found

Row	Name	Email	Tax ID	Status
1	ABC Trading Co	contact@abc.co.zw	1234567890	Ready
2	XYZ Industries	info@xyz.co.zw	0987654321	Ready

Cancel

Import 15 Customers

Review your data before importing

Review the preview, then click Import to add all customers to your database. A progress indicator will show the import status.

Import Complete

Once finished, you'll see a confirmation with the number of customers imported. Any errors will be listed for review.

Common issues and how to fix them.

Every row must have a customer name. Check for empty cells in the name column or extra blank rows at the end of your file.

If you include an email, it must be properly formatted (e.g., name@example.com). Either fix the email or leave the cell empty.

A customer with this name already exists. Either update the existing customer or use a unique name (e.g., "ABC Trading - Bulawayo").

Special characters may not display correctly. Save your CSV with UTF-8 encoding. In Excel: Save As → CSV UTF-8.