Importing Contacts from a File

In Tradebox, you have the option to import contact records into Tradebox from a file. This is useful if you have customers who are tax exempt or otherwise need a specific tax code for reasons other than their location (EU and ROW customers are handled automatically through settings elsewhere. Please see here for further information.)

To do this, go to the Contacts section in Tradebox and select Actions > Import, then set the Source to File.

When you click OK, this will open up a box for you to navigate to your file and select whether or not it has headers. 

Your file should be laid out with the following columns. There is a sample file attached to this article which you can use as a template. The fields in red are mandatory.

All columns must be present in the file, however, only Name, Email Address and Tax Code are required to be filled in. To determine the tax code number, go to Configuration in the top right of the program and then select Tax Rates. 

The number you should use is displayed in the left hand column, under No. For example, if you want the customer to be zero rated, you would enter 1 against tax code, or if you wanted them to be non-vatable, you would enter the number 4.