Import Template Files Details – Nexudus

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
Bookings
Resources
Customer Products
Products
Floor Plan Items
Invoices
Subscribers
Opportunities

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.

​​Customers​ Import Template

Bookings​ Import Template