> ## Documentation Index
> Fetch the complete documentation index at: https://learn.nexudus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Importing Customers

> Bulk import customers into Nexudus using the CSV import template, including plans, contracts, addresses, and custom fields.

## Overview

You can use the customer import function to add multiple customers to a location in one go. This is the fastest option when you have a lot of customers to add or when you're migrating an existing customer base into Nexudus.

Imports run as tracked background jobs, so you can monitor progress and review validation results before the data is committed.

## How to access

Go to **Settings → Imports**.

> [!WARNING]
>
> Customer imports require two-factor authentication to be enabled on your account. If it is not enabled, enable it in your account settings before starting the import.

## Before you start

* Have the customer data ready in a spreadsheet.
* Confirm the exact names of any plans, teams, desks, or locations the file will reference — they must match exactly, including spelling and case.
* If you use custom fields, create them in Nexudus first.
* If you enable payment or printing options in the file, set up those integrations before importing.

## Run the import

**1. Download the template**

* On the Admin Panel, go to **Settings → Imports**.
* Select **Customers** under **What would you like to import?**
* Download the import template.

**2. Add your data**

* Open the downloaded file in Excel or another tool that lets you edit CSV.
* Add one customer per line using the dummy data in the first two rows as an example.
* Remove the dummy data in rows 2 and 3.

> [!WARNING]
>
> Make sure you don't remove the column headers. Column headers must stay in English.

**3. Format your data**

Use the **Formatting Guidelines** below to make sure your template is formatted correctly before uploading to Nexudus.

**4. Save your file**

Save the file in **CSV UTF-8** format.

> [!WARNING]
>
> Don't re-open the file after applying the custom date format or it may be reset.

**5. Upload and preview**

* On the Admin Panel, return to **Settings → Imports**.
* Select **Customers** under **What would you like to import?**
* Upload your edited CSV file and click **Open**.

**6. Import the data**

Resolve any validation errors in the source file, then confirm the import and monitor the job until it completes.

> [!NOTE]
>
> Only one import can run at a time. Wait for the current import to finish, or cancel it, before starting a new one.

## Formatting guidelines

* **Dates Columns** must use the `yyyy-mm-dd hh:mm` format.
  > [!NOTE]
  >
  > Example: `2026-10-13 16:00`.
* **Yes/no fields** must be all uppercase.
  > [!NOTE]
  >
  > Example: `YES` or `NO`.
* **Addresses containing commas** must be wrapped in double quotation marks.
  > [!NOTE]
  >
  > Example: `"12 Street, XYZ Building, City"`.
* **Existing Nexudus Items** (plans, teams, desks, locations) must match exactly, including spelling, case, and spacing.
  > [!NOTE]
  >
  > Example: You have a product named `Parking Pass` in Nexudus.
  > ✅ `Parking Pass`
  > ❌ `parking pass`
  > ❌ `ParkingPass`

## Field reference

| Field | Description | Format | Required |
| - | - | - | - |
| CoworkerType | Whether the customer is an individual or a company. | `Individual` or `Company` | Required |
| Location | Location where the customer is added. | Exact match (spelling and case) with a location in your account. | Required |
| Salutation | Customer salutation or first name. | - | Optional |
| FullName | Customer's full name or company name, depending on `CoworkerType`. | - | Required |
| Email | A valid email address. Used to identify the customer and to send the welcome email and invoices. | - | Required |
| Active | Whether the customer is active or suspended when added. | `YES` or `NO` | Optional |
| SendWelcomeEmail | Sends the customer a welcome email with login details and portal access. | `YES` or `NO` | Optional |
| Plan | The plan to assign to the customer. If filled in, ContractStartDate, InvoicedPeriodDate, and ContractNextInvoiceDate become required. | Exact match (spelling and case) with an existing plan in your account. | Optional |
| CancellationLimitDays | Minimum notice days to cancel the contract. | Whole number | Optional |
| IncludeSignupFee | Whether the sign-up fee is included on the contract. | `YES` or `NO` | Optional |
| RefundableFeePrice | Price of the refundable deposit or fee. | Whole or decimal number | Optional |
| NonRefundableFeePrice | Price of the non-refundable deposit or fee. | Whole or decimal number | Optional |
| RefundableInvoiced | Whether the refundable fee is invoiced. | `YES` or `NO` | Optional |
| NonRefundableInvoiced | Whether the non-refundable fee is invoiced. | `YES` or `NO` | Optional |
| RegistrationDate | Date the customer is added to Nexudus. | `yyyy-mm-dd hh:mm` | Required |
| ContractStartDate | Start date of the contract. | `yyyy-mm-dd hh:mm`. Can be backdated. | Required with Plan |
| ContractCancellationDate | Scheduled cancellation date for the contract, if any. | `yyyy-mm-dd hh:mm` | Optional |
| InvoicedPeriodDate | Start date the next invoice period covers. | `yyyy-mm-dd hh:mm` | Required with Plan |
| ContractNextInvoiceDate | Date the next invoice is issued. **Never backdate this value.** It should be in line with the first bill run after you go live with Nexudus. Contract invoice dates **can't be earlier** than the contract start date. | `yyyy-mm-dd hh:mm`. | Required with Plan |
| ContractUnitPrice | Target price of the floor plan unit linked to the contract. | Whole or decimal number | Required with Plan, even if 0.00. |
| ProfileTags | Profile tags for the customer. | - | Optional |
| Tag | Short identifier text. | - | Optional |
| MobilePhone | Mobile phone number. | - | Optional |
| AccessCardId | Access card number. | - | Required if you use a door access control integration that requires an access card ID. |
| AccessPincode | PIN for door access, print release, and app logins. | Numbers | Optional |
| KeyFobNumber | Key fob number. | - | Optional |
| Position | Job title. | - | Optional |
| DeskNames | Desks assigned to the customer. | Must be an exact match (spelling and case) with an existing `Desk name` in your Nexudus account. | Optional |
| TeamNames | Teams the customer belongs to. | Must be an exact match (spelling and case) with an existing `Team name` in your Nexudus account. | Optional |
| MergeInvoicing | Whether the customer shares invoices with their team. Invoices will be merged for the entire team as long as this value is set to `YES` for the team-paying customer. | `YES` for the team-paying customer. `NO` for all other team members. | Optional |
| UnrestrictedPrintingViaPaperCut | Enables PaperCut printing. The PaperCut integration must be activated for the customer before import. | `YES` or `NO` | Optional |
| CompanyName | Company the customer belongs to. | - | Optional |
| EzeepPrintingEnabled | Enables Ezeep printing. The Ezeep printing integration must be activated before import. | `YES` or `NO` | Optional |
| EzeepBluePrintingEnabled | Enables Ezeep Blue printing. The Ezeep Blue printing integration must be activated before import. | `YES` or `NO` | Optional |
| EnableGoCardlessPayments | Enables GoCardless payments. GoCardless must be set up before import. | `YES` or `NO` | Optional |
| StripeBacsDDEnabled | Enables Stripe Bacs direct debit. The direct debit mandate must be set up before import. | `YES` or `NO` | Optional |
| Address | Customer street address. | Wrapped in double quotation marks if it contains commas (e.g. `"Apt. 5, 123 Street Name"`). | Optional |
| PostCode | Customer postal code. | - | Optional |
| CityName | Customer city. | - | Optional |
| State | Customer state or region. | - | Optional |
| CountryCode | Customer country. If missing or invalid, the location's country is used. | Two-letter ISO country code (e.g. `GB`, `US`). | Optional |
| BillingAddress | Billing street address. | Wrapped in double quotation marks if it contains commas (e.g. `"Apt. 5, 123 Street Name"`). | Optional |
| BillingPostCode | Billing postal code. | - | Optional |
| BillingCityName | Billing city. | - | Optional |
| BillingState | Billing state or region. | - | Optional |
| BillingCountryCode | Billing country. An invalid value fails the import. | Two-letter ISO country code (e.g. `GB`, `US`). | Optional |
| RegularPaymentContractNumber | Reference number for regular payments. | - | Optional |
| TaxIdNumber | Personal tax ID number. | - | Check if your local laws or payment integrations require this value. |
| UniqueReferenceNumber | Unique reference number. | - | Optional |
| BillingEmail | Separate email for invoices. | Valid email address. | Optional |
| BusinessIds | IDs of additional locations in your account network. | Exact match with location IDs. | Optional |
| Custom1 – Custom30 | Values for publishable customer custom fields. You must create the custom field in Nexudus before including its value in your import file. | - | Optional |
| CoworkerId | Internal customer ID used to match an existing customer. | Whole number | Optional |
| UpdateExistingCustomers | Update the record when details match an existing customer. | `YES` or `NO` | Required |
| DeliveryHandlingPreferenceChecks / Mail / Parcels / Publicity | Handling preferences for customers with a virtual office plan. | `StoreForCollection`, `Forward`, `OpenScanForward`, `OpenScanRecycle`, `OpenScanShred`, `OpenScanStoreForCollection`, `Recycle`, or `ReturnToSender` | Optional |
| IsTeamAdministrator | Whether the customer is a team administrator. | `YES` or `NO` | Optional |
| ProfileIsPublic | Whether the customer profile is publicly visible. | `YES` or `NO` | Optional |
| Social media columns and ProfileWebsite | Customer profile links (Twitter, Facebook, Google, Telegram, Linkedin, Skype, Github, Pinterest, Flickr, Instagram, Vimeo, Tumblr, Blogger). | - | Optional |

## Tips

* Start with a small, representative file before importing your full dataset.
* Keep the original source file and a copy of the reviewed import file so you can investigate or repeat the import later.
* Review the final result of the job before treating the imported data as ready to use.

## Related pages

* [Import and export](https://learn.nexudus.com/platform/settings/import-export)
* [DATEV payment imports](https://learn.nexudus.com/platform/settings/import-export/datev-imports.md)
* [Customers](https://learn.nexudus.com/platform/operations/members.md)
* [Settings and configuration](https://learn.nexudus.com/platform/settings/overview.md)


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