Importing partners from XLSX
Importing partners from XLSX
Importing partners from XLSX
You can bulk-import your partner list from an Excel file instead of manual entry.
Steps
- In the Partners module click Import
- Download the XLSX template from the link in the dialog
- Fill in the template following the column guide below
- Upload the file
- Review the preview (name, classification, Porezni broj (OIB) shown)
- Click Import to confirm
Template columns
| Column | Required | Note |
|---|---|---|
companyName | Yes | Company name |
tradeName | No | Trade name / short name |
oib | No | Croatian OIB (11 digits) or an EU VAT ID with a country prefix (e.g. DE123456789) |
classification | Yes | domestic, eu_intra_community, or third_country |
addressStreet | No | Street & number |
addressCity | No | City |
addressPostalCode | No | Postal code |
addressCounty | No | County |
addressCountry | No | ISO 2 code, default HR |
paymentNetDays | No | Payment terms in days (number) |
isSupplier | No | yes, true, or 1 = supplier; default: no |
notes | No | Internal note |
Import errors
- Each invalid row is reported individually with an error description
- Valid rows are imported even if other rows have errors
- Invalid tax number (Croatian OIB or EU VAT ID) → row error
- Invalid classification value → row error
After import, open each partner’s detail card to add contacts and bank accounts manually.