Formatting CSV Files for Data Import
On Trade Trak you’re able to import CSV files which contain the data for either your clients or suppliers.
This means that if you are just starting up your account, or transferring data from an accounting package, the process is now a lot simpler.
However, although not all fields are required, the data that you do wish to appear on Trade Trak needs to be formatted in a certain way within your file in order for it to import correctly.
If too many items of your import have errors, the CSV file will be rejected.
Correctly Formatting Files
The first line of your files should be used to create headings for your columns. These should be the only headings in the file, otherwise the app will recognise it as data to be imported.
You may find it easier renaming your headings on your CSV file to match the fields on Trade Trak, although it is not a requirement.
Additionally, there should be no breaks between lines. All data should be sequential.
Below are the data fields that Trade Trak will accept information for. They are the same for both suppliers and clients, but data for each needs to be on separate files.
Note: Mandatory fields are marked with an asterisk.
Name *
Enter the business’s name or the client’s full name.
This field cannot be left blank.
Address Line 1
There are no specific requirements for this field.
Address Line 2
There are no specific requirements for this field.
Suburb
There are no specific requirements for this field.
Postcode
There are no specific requirements for this field.
State
Ensure that all states are written in their common abbreviations (e.g. VIC or QLD).
Country
Enter the full country name. Abbreviating country names will lead to the CSV file failing to import as it provides the app with more than one option in some circumstances (e.g. AUS could be Austria or Australia).
Phone
There can be no letters or special characters (including +) with the phone number or it will not import. It also must have a minimum of 9 numbers.
Australian mobile phone numbers must start with either:
- 61
- 04
- 4
Australian landline numbers must start with their relevant area code, e.g.:
- 03
- 3
Note: Landline numbers will not import without a prefix
Must include an @ symbol and no spaces or other text aside from the email address.
ABN
There are no specific requirements for this field.
Primary Contact First Name *
There must be data in this column in order for the file to import.
If you do not have a primary contact listed for a client, you can use the other Name here also.
Primary Contact Last Name
There are no specific requirements for this field.
Fax Number
As above for landline numbers.