Import Template Files Details

All import template files you download from the admin portal include a set number of columns with a name and a few rows of dummy data. 

Column names match fields in Nexudus forms. They're the point of entry from which Nexudus can pull your data during the import.

Dummy data is there to show you the correct format of each column. The format of each column is important for Nexudus to recognize and process your data. Columns without dummy data are optional fields. 

The tables below detail the columns name, meaning, and required format for each template file:

​​Customers​ Import Template

Column Name Column Details Column Format

Location

Location of your customer's space. Location number that can be found in Nexudus via Settings > General Settings

FullName

Full name of your customer.

Any combination.

Case sensitive.

Email

Customer email address.

customer@company.com

Any valid email address, always lowercase.

Active

Defines whether or not the customer should be set as active in Nexudus.

YES or NO

No other details, always uppercase.

SendWelcomeEmail

Defines whether or not the customer should receive a welcome email that includes access details to the members portal. 

YES or NO

No other details, always uppercase.

Plan

The plan your customer should be signed up to in Nexudus. 

If left blank, your customer will be added as a contact.

Plan name that matches exactly the name of a plan in Nexudus.

RegistrationDate

Defines the day your customer was registered. 

If left blank, this date will be the import date.

yyyy-mm-dd hh:mm

This is a custom format that you need to set in your CSV file. 

Instructions on how to change your date format are available here.

ContractStartDate

Defines the start date of your customer's contract. 

If left blank, this date will be the import date. 

yyyy-mm-dd hh:mm

This is a custom format that you need to set in your CSV file. 

Instructions on how to change your date format are available here.

ContractCancellationDate

Defines the end date of your customer's contract. 

Leave blank if there is no set cancellation date.

yyyy-mm-dd hh:mm

This is a custom format that you need to set in your CSV file. 

Instructions on how to change your date format are available here.

InvoicedPeriodDate

Defines the first day of the next invoice period. 

If left blank, this date will be the contract start date.

yyyy-mm-dd hh:mm

This is a custom format that you need to set in your CSV file. 

Instructions on how to change your date format are available here.

ContractNextInvoiceDate

Defines the day your customer will receive their next invoice.

If left blank, this date will be the contract start date.

yyyy-mm-dd hh:mm

This is a custom format that you need to set in your CSV file. 

Instructions on how to change your date format are available here.

 

Bookings​ Import Template

Column Name Column Details Column Format
Email  Email address of the customer who made the booking.

customer@company.com

Any valid email address, always lowercase.

Start Booking start date and time.

yyyy-mm-dd hh:mm

This is a custom format that you need to set for your date column in your CSV file. 

Instructions on how to change your date format are available here.

End

Booking end date and time.

yyyy-mm-dd hh:mm

This is a custom format that you need to set in your CSV file. 

Instructions on how to change your date format are available here.

Location

Location of your space.

Location number that can be found in Nexudus via Settings > General Settings

Resource

Resource booked by the customer.

Resource name that matches exactly the name of a resource in Nexudus.

Note

Any internal note you want to add to the booking record.

Any alphanumerical combination.

Free

Determines whether or not customers should be charged for the booking.

YES or NO 

No other details, always uppercase.

 

Resource Import File

Column Name Column Details Column Format
Name Name of the resource you want to create. Any alphanumerical combination.
ResourceTypeName Name of the resource type. Resource type name that matches exactly the name of a resource type in Nexudus.
Description Short description of the resource that is visible to customers. Any combination of alphanumerical characters.
DisplayOnWebsite Defines whether or not the resource appears on the members portal for customers to book.

YES or NO 

No other details, always uppercase.

DisplayOrder

Defines where the resource will appear in the resource list.

The smaller the number is, the higher the resource ranks in the resource list. 

Any whole number.
GroupName Defines the group of the resource. Resource group name that matches exactly a resource group name available in Nexudus.
Projector Defines whether or not the resources includes a projector.

YES or NO 

No other details, always uppercase.

Internet Defines whether or not the resources includes internet.

YES or NO 

No other details, always uppercase.

ConferencePhone Defines whether or not the resources includes a conference phone.

YES or NO 

No other details, always uppercase.

StandardPhone Defines whether or not the resources includes a standard phone.

YES or NO 

No other details, always uppercase.

WhiteBoard Defines whether or not the resources includes a whiteboard.

YES or NO 

No other details, always uppercase.

LargeDisplay Defines whether or not the resources includes a large display screen.

YES or NO 

No other details, always uppercase.

Catering Defines whether or not catering services are available in a resource.

YES or NO 

No other details, always uppercase.

TeaAndCoffee Defines whether or not tea and coffee are available in a resource.

YES or NO 

No other details, always uppercase.

Drinks Defines whether or not drinks are available in a resource.

YES or NO 

No other details, always uppercase.

SecurityLock Defines whether or not a resource can be locked securely.

YES or NO 

No other details, always uppercase.

CCTV Defines whether or not a resource has CCTV.

YES or NO 

No other details, always uppercase.

VoiceRecorder Defines whether or not a resource provides a voice recorder.

YES or NO 

No other details, always uppercase.

AirConditioning Defines whether or not a resource has air conditioning.

YES or NO 

No other details, always uppercase.

Heating Defines whether or not a resource has heating.

YES or NO 

No other details, always uppercase.

NaturalLight Defines whether or not a resource has natural light.

YES or NO 

No other details, always uppercase.

AllowMultipleBookings

Defines whether or not a resource has multiple units.

YES or NO 

No other details, always uppercase.

Allocation

Defines the number of units available for a resource. 

Leave blank if you only have one unit available.

Any whole number.
BookInAdvanceLimit

Limits how far in advance customers can book a resource. 

The limit is defined in hours.

Any whole number.
LateBookingLimit

Limits how close to the booking start time customers can book a resource.

The limit is defined in hours.

Any whole number.
LateCancellationLimit

Limits how close to the booking start time customers can cancel their booking of the resource.

The limit is defined in minutes.

Any whole number.
IntervalLimit Defines a gap of time in minutes between bookings of a resource by the same user in Nexudus. Any whole number.
NoReturnPolicy Defines a minimum number of minutes between bookings of a resource by any user in Nexudus. Any whole number.
NoReturnPolicyAllResources Defines a gap of time in minutes between bookings of a resource and all other resources in Nexudus. Any whole number.
NoReturnPolicyAllUsers Defines a gap of time in minutes between bookings of a resource by any user in Nexudus. Any whole number.
MaxBookingLength Limits the booking of resources to a maximum number of minutes. Any whole number.
MinBookingLength Limits the booking of resources to a minimum number of minutes.  Any whole number.

 

Customers Products Import Template

Column Name Column Details Column Format
Location

Location of your space.

Location number that can be found in Nexudus via Settings > General Settings

Email

Customer email address.

customer@company.com

Any valid email address, always lowercase.

ProductName

Name of the product you want to add to the customer's account. Product name that matches exactly the name of the product in Nexudus.

Quantity

Number of product units you want to add to the customer's account.

Any whole number. 

Price

Price of a product unit. 

If left blank, the default price available for the product in Nexudus applies.

Any whole or decimal number. 
ActivateNow

Defines whether or not the product is immediately active and available for the customer to use. 

YES or NO

No other details, always uppercase.

DueDate

Defines the day the product becomes due for the customer.

If left blank, the date will be the  import date.

yyyy-mm-dd hh:mm

This is a custom format that you need to set in your CSV file. 

Instructions on how to change your date format are available here.

InvoiceOn

Defines the day your customer is invoiced for the product. 

If left blank, the date will be the import date.

yyyy-mm-dd hh:mm

This is a custom format that you need to set in your CSV file. 

Instructions on how to change your date format are available here.

RepeatUntil

Defines the date until which customers are invoiced for recurring product purchases. 

If left blank, the product will only be invoiced once. 

yyyy-mm-dd hh:mm

This is a custom format that you need to set in your CSV file. 

Instructions on how to change your date format are available here.

InvoiceThisCustomer

Defines whether or not your customers should be invoiced for the product. 

YES or NO

No other details, always uppercase.

 

Products Import Template

Column Name Column Details Column Format
Location Location of your space. Location number that can be found in Nexudus via Settings > General Settings
Name Name of your product. Any character combination.
DisplayOrder

Whole number that defines how the product will rank in the product list. 

The smaller the number, the higher up in the list.

Any whole number.
Description Short description of your product that is visible to customers.  Any character combination.
Price Product price per unit. Any whole or decimal number.
Tags

Categories that group products together on the portal.

Any character combination.

SKU Unique number used to reference the product. Any whole number.
Visible Defines whether or not this product should be displayed on the members portal. 

YES or NO

No other details, always uppercase.

Floorplan Item Import Template

Column Name Column Details Column Format
FloorPlanName

The name of the floor plan that you want to link to the item. 

Floor plan name that matches exactly the corresponding floor plan name in Nexudus. 

Name Name of the floor plan item. Any alphanumerical character combination.
ResourceName Name of the resource if the floor plan item is linked to a resource.  Resource name that matches exactly the corresponding resource name in Nexudus. 
Size Surface area of the floor plan item in square meters or feet. Any whole or decimal number without any measure unit.
Capacity Maximum number of people who can use the floor plan item at once. Any whole number.
Price Price of the floor plan item per unit. Any whole or decimal number without any currency symbol.
Area Name of the area of your space where you can find the floor plan item. Any character combination.
Notes Internal notes you may want to add to the floor plan item record.  Any character combination.
Available Defines whether or not the floor plan item is already assigned to a customer.

YES or NO

No other details, always uppercase.

PositionX Define where the item should appear on your floor plan. We recommend you leave 0 as a default value and place the items on your floorplan manually. 
PositionY
PositionZ

 

Invoices Import Template

Column Name Column Details Column Format
Location Location of your customer's space. Location number that can be found in Nexudus via Settings > General Settings
InvoiceNumber

Defines the number of the invoice. 

If set to AUTO, Nexudus will number them automatically for you. 

If one or more invoice numbers are identical, Nexudus will merge them into a single invoice. 

AUTO 

or 

Any unique combination of alphanumerical characters.

Email Customer email address.

customer@company.com

Any valid email address, always lowercase.

ProductName

Name of the product you want to add to the customer's account.

If your invoice product doesn't exist in your Nexudus inventory, make sure to fill the LineDescription, LineSubTotal,LineTaxRateName and LineFinancialAccountCode.

Product name that matches exactly the name of the product in Nexudus.
ProductQuantiy Number of product units you want to add to the customer's account.

Any whole number. 

ProductNotes Internal notes you want to add to the product.

Any combination of alphanumerical characters.

LineDescription

Defines the name of the product on the invoice line if the ProductName column is empty. 

Only use this column if the product on the invoice doesn't exist in Nexudus.

Any combination of alphanumerical characters.
LineSubTotal

Defines the price of the product invoice line. 

The product price is defined by this total divided by the quantity.

Any whole or decimal number with no currency. 

LineTaxRateName

Defines the tax rate you want to apply to the product if the ProductName column is empty.

 

If you've filled the ProductName column, leave this column blank.

Tax rate name that matches exactly the tax rate name in Nexudus.
PaidOnDate

Defines the day the invoice was paid. 

Leave blank if the invoice is still unpaid.

yyyy-mm-dd hh:mm

This is a custom format that you need to set in your CSV file. 

Instructions on how to change your date format are available here.

PaymentReference

Defines the unique reference linked to the invoice payment. 

Leave blank if the invoice is still unpaid.

Any unique combination of alphanumerical characters.
PaymentDescription

Defines the name of the payment. 

Leave blank if the invoice is still unpaid.

Any unique combination of alphanumerical characters.
PaidAmount

Defines the amount of the invoice paid by the customer. 

Leave blank if the invoice is still unpaid.

Any whole or decimal number.
LineFinancialAccountCode

Defines the financial account assigned to the payment in Nexudus. 

Leave blank if you've filled the ProductName column.

Financial account number that matches exactly a financial account number in Nexudus.
Date

Defines the date of the invoice.

If left blank, the date will be the import date. 

yyyy-mm-dd hh:mm

This is a custom format that you need to set in your CSV file. 

Instructions on how to change your date format are available here.

DueDate

Defines the day when the invoice becomes due. 

If left blank, the invoice will be due three days after the date defined in the Date column. 

yyyy-mm-dd hh:mm

This is a custom format that you need to set in your CSV file. 

Instructions on how to change your date format are available here.

SaleDate Defines the date of the invoice sale.

yyyy-mm-dd hh:mm

This is a custom format that you need to set in your CSV file. 

Instructions on how to change your date format are available here.

SendByEmail Defines whether or not customers should be sent their invoice via email. 

YES or NO

No other details, always uppercase.

 

Subscribers Import Template

Column Name Column Details Column Format
FullName Full name of the subscriber. Any character combination.
CompanyName Name of the customer's company Any character combination.
Reason Reason of their subscription to newsletters.  Any character combination.
Email Email address of the subscriber

customer@company.com

Any valid email address, always lowercase.

Group Subscriber group in Nexudus that you want to assign to the subscriber. Group name that matches exactly a subscriber group name in Nexudus. 

 

Opportunities Import Template 

Column Name Column Details Column Format
CrmBoardColumnName Name of the stage in the CRM board where you want to add the opportunity.  Name that matches exactly a CRM board stage set up in Nexudus.
CrmBoardName Name of the CRM board of the stage. Name that matches exactly a CRM board set up in Nexudus.
FullName Full name of the opportunity.  Any character combination.
CompanyName Name of the opportunity's company. Any character combination.
Email Email address of the opportunity.   
TeamName Name of the opportunity's team in Nexudus.  
OpportunityTypeName Type of the opportunity in Nexudus.   
ResponsibleEmail Email address of the admin user responsible for the opportunity. 

customer@company.com

Any valid email address, always lowercase.

ReferrerEmail Email address of the customer who referred the opportunity, if any.

customer@company.com

Any valid email address, always lowercase.

AgentEmail Email address of another admin user responsible for this opportunity, if any. 

customer@company.com

Any valid email address, always lowercase.

Notes Internal notes you want to add to the opportunity's record in Nexudus. Any character combination.
Completed Determines whether or not the opportunity is still active.

YES or NO

No other details, always uppercase.

DueDate Defines the follow-up date for this opportunity.

yyyy-mm-dd hh:mm

This is a custom format that you need to set in your CSV file. 

Instructions on how to change your date format are available here.

Value Defines how much revenue this opportunity could bring to your space. Any whole or decimal number without any currency symbol.
LeadSource Defines how you found out about the opportunity.
  • Web
  • Phone
  • Webinar
  • Referral
  • PrintAdvert
  • Purchased List
  • WordofMouth
  • DirectEmail
  • Emailmarketing
  • Broker
  • PropertyAgent
  • Facebook
  • Linkedin
  • Instagram
  • Twitter
  • HubbleHQ
  • LiquidSpace
  • GoogleSearch
  • InstantOffices
  • OfficeFreedom
  • FlexiOffices
  • Workthere
  • Kontor
  • Valve
  • Socialnetwork
  • Other

One of the values listed above.

LossReason

Defines the reason why the opportunity was lost. 

Only valid if you set the opportunity as lost in the Status column.

  • Timing
  • Need
  • Poor qualification
  • Price
  • Feature
  • Lost momentum
  • Competition
  • Contract Term
  • Duplicate
  • Waitlist
  • NotReturningCalls
  • LackOfFacilities
  • NoPetPolicy
  • NoRightFit
  • Location
  • Entrance
  • Errors
  • Other

One of the values listed above.

Status Defines if your opportunity is in progress, won or lost. 
  • InProgress
  • Won
  • Lost

One of the three values listed above.

WonOn

Defines the day you won an opportunity. 

Leave blank if you didn't win the opportunity.

yyyy-mm-dd hh:mm

This is a custom format that you need to set in your CSV file. 

Instructions on how to change your date format are available here.

LostOn

Defines the day you lost an opportunity. 

Leave blank if you didn't lose the opportunity.

yyyy-mm-dd hh:mm

This is a custom format that you need to set in your CSV file. 

Instructions on how to change your date format are available here.

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