In our previous article, we've shown you how to import XML files from another platform to FINOM. Now, we will show you how to use our migration tool to import your contacts to FINOM from a CSV file.
Click on the name of your company, located at the top right side of your dashboard, and select "Import data to Finom" from the dropdown list.
Now you're in the Migration Tool. Select the third option, "Import contacts".
Click on the blue square to upload your CSV file with the list of contacts you want to add to Finom. A window on your laptop will open, and you'll have the possibility to select the files you want to upload. Only CSV files are supported.
The file will be processed by Finom, and you'll see this uploading screen.
Your contacts should now be uploaded to Finom and you can check the full list in this table. Here you can select which ones you want to add to your account and also assign the properties.
Properties are:
Business name
First name
Last name
Customer number
VAT No./ Tax code
Recipient code (only for Italy)
Country
Address
City
Postcode
Province (only for Italy)
Contact name
Email
Phone
IBAN
Once the full list is completed, click on the red button "Continue" to finalize the process.
In this table, you will have the possibility to check a preview of the list of the contacts you are about to import. If everything is correct, click on the red button, "Import selected".
Great! Now your contacts are correctly imported to Finom and you can use them to create your invoices! If you encounter any issues, or have any further questions, then don't hesitate to get in touch with our Customer Care team using the in app chat, or via email at [email protected].