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Importing and updating customers

If you want to import a customer list or update your customer data, you can do so with the import template.

Navigate quickly to:

importing customers
updating customers
explanation of the tabs

Importing customers

First read the general information about data import in Robaws.

For the import of the customers you can use 3 tabs in the Excel:

'clients' contains the general information of the customer.
(if you want) 'clientcontacts' to import the contactpersons linked to the customer + their information. This tab only works in combination with the 'clients' tab
(if you want) 'comments' to import remarks on the customer card. This tab only works in combination with the 'clients' tab

The link between 'clients' and the other tabs is made on the basis of the NR column.

Updating customers (Update_By)

First read the general information about data update in Robaws.

For customers, the update can be carried out on the basis of 3 fields:

ID: the customer is looked up on the basis of the ID. This is the most accurate way of updating. You can find the ID in the export of the customers.
NAME: the customer is looked up on the basis of the name.
NR: can only be used if the customers were uploaded into Robaws through an import AND were numbered in the import template. The 'NR' then refers to the original 'NR' column.
If the customers were created manually in Robaws, or if they were not numbered on import, the update has to be done on the basis of Name.

It is not possible to update the 'clientcontacts' and 'comments' tabs.

Explanation of the tabs

The search for an existing VAT tariff, payment condition, ... has to be written identically and is case sensitive!

Customers (tab 'clients')

Column title	Field in Robaws	Explanation
UPDATE_BY	Field that is used for the update	possible UPDATE_BY values
NR	Internal number that is used for the import of other tabs, is not visible in Robaws	number the customers if you also want to import the 'clientcontacts' tab
NAME	Customer name
VAT	VAT number	also fill in the country code, for example BE123456789
TEL	Telephone
MAIL	General e-mail
WEBSITE	Website
STREET	Street	street and house number
ZIPCODE	Zipcode
CITY	City
COUNTRY	Country	make sure you fill this in, it is important in the context of Peppol
STATUS	Status
LEGALFORM	Legalform	if written identically it will be linked to an existing legalform in Robaws (settings > general > titles & legalforms), if it does not exist yet it will be created
GSM	GSM
PRICEGROUP	Pricegroup	has to be an existing price group in Robaws (settings > general > master data > financial > pricegroup)
INVOICEMAIL	Billing email
LANGUAGE	Language	choice between: Dutch, French, English, German (if left blank, Dutch will be filled in)
VAT_TARIFF	VAT tariff	has to be an existing VAT tariff in Robaws (settings > general > master data > financial > VAT tariffs)
ASSIGNEE	Assignee	username of a Robaws user (= mail address they log in with). Only Robaws users can be an assignee.
WITHRESPECTTO	With respect to
ACCOUNTANCYCODE	GL account
COUNTER_ACCOUNTCODE	Counter account code
INVOICE_STREET	Street of the invoicing address
INVOICE_ZIPCODE	Zipcode of the invoicing address
INVOICE_CITY	City of the invoicing address
INVOICE_COUNTRY	Country of the invoicing address
ID	ID of the customer	this number is given to a customer card as a unique ID after the import. So you can only use it for an update of data. You find this number in the customer export.
IBAN	IBAN number
BIC	SWIFT/ BIC number
LAT	Latitude
LNG	Longitude
PAYMENTCONDITION	Payment condition	has to be an existing payment condition in Robaws (settings > general > master data > financial > payment conditions)
G_ACCOUNT_ACTIVE	Tick box 'G-account' on the customer card	You enter 'ja', 'yes' or 'true' in the Excel if you want to switch the tick box on. You enter 'nee', 'no' or 'false' in the Excel if you want to switch the tick box off.
G_ACCOUNT_STRATEGY	Combobox 'strategy' for the G-account	You use the values 'Percent' or 'Labour amount'.
G_ACCOUNT_PERCENTAGE	G-account %	You enter the number from the Excel without %.
G_ACCOUNT_PAYROLL_COST_PERCENTAGE	Labour cost %	You enter the number from the Excel without %.

Contactpersons (tab 'clientcontacts')

This tab only works in combination with the 'clients' tab.

Number the customers on the 'clients' tab (NR column)
Reference the correct customer by filling in the right number in the NR column on the 'clientcontacts' tab

Column title	Field in Robaws
NR	Customer number, has to refer to a number in the NR column on the 'clients' tab
TITLE	Title
FIRSTNAME	First name
LASTNAME	Name
EMAIL	E-mail
TEL	Telephone
GSM	GSM
FUNCTION	Function

Remarks (tab 'comments')

This tab only works in combination with the 'clients' tab.

Number the customers on the 'clients' tab (NR column)
Reference the correct customer by filling in the right number in the NR column on the 'comments' tab

Column title	Field in Robaws
NR	Customer number, has to refer to a number in the NR column on the 'clients' tab
USER	Username of a Robaws user (= mail address they log in with).
COMMENT	Remark
OBJECT_ID	ID of the customer

Updated on: 09/09/2026

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