How to Import Contacts (Customers and Vendors) in Tyms

While you can manually add contacts one by one, Tyms also allows you to import multiple customers or vendors at once using a spreadsheet file. This is a quick way to populate your contact list without doing repetitive data entry.

Here's a simple guide to help you import contacts into your Tyms account:

Steps in importing contacts into your Tyms account:

1. Log in to your Tyms account at app.tyms.io/auth.
2. From the left-side menu, click on “Contacts”.
3. Click the New button and select “Import Contact”.
4. On the import page, scroll down and click on “Click here to download the sample Excel sheet”.  
   You can also download the Sample Excel Sheet  here
5. Open the downloaded file and fill in your contact details using the format provided.

The Excel sheet content: 

• Name (full name): Full name of the contact person
• Business Name (if applicable):  Name of the contact's business
• Phone Number:  Contact person or business phone number
• Type: This is the type of the contact, which can either be a customer or a vendor. Select Customer
• Email: This is the contact person or business email address.
• Address: The address of the contact business or person.
• Sales_opening_balance: The amount the customer owes your business at the point of migration (outstanding sales). This applies to customers only.
• Sales_account: The specific sales account for the outstanding sales balance.
• Receivable_account: The Accounts Receivable account where the sales opening balance should be posted.
• Expenses_opening_balance: The amount your business owes to the vendor at the time of migration (outstanding purchases). This applies to vendors only.
• Expenses_account: The specific expense account related to the outstanding amount owed to the vendor.
• Payable_account: The Accounts Payable account where the vendor’s opening balance will be recorded.
• Opening_balance_date: The effective date of the opening balances (when these amounts were carried over into Tyms). Make sure this date is accurate to reflect your reporting period.
• Contact Category (optional)
• Branch_name : Branch where the contact was acquired
• Department_name : Department responsible for the contact

Uploading Your Contact File:

1. Save the completed file as CSV (recommended), XLS, or XLSX (maximum file size: 3MB).
2. Return to the import page on Tyms.
3. In the rectangular upload area that says “Click or drag file to this area to upload”, upload your completed file.
4. Ensure your file includes at least the contact name and type (customer or vendor).
5. After uploading, click on “Continue” to complete the import. Your contacts will now appear in your Tyms account.