How to load clients from a CSV file - download the template, validate, and confirm the import.

Import clients

If you are getting started with Mosce ERP or need to update several clients at once - migrating from another system, a list handed over by your accountant, a database exported from a spreadsheet - the Import button lets you upload a CSV file and load all the records in a single step. Mosce ERP validates the file before saving anything, so you can fix errors with no consequences.

Before you start

You need the clients:bulk-import permission. If the Import button does not appear in the toolbar of the clients list, ask whoever administers the account to assign it to you.
The file must be in CSV format (comma-separated values), encoded in UTF-8.
There is a limit on rows per file and files per month depending on your plan (see "Limits" below).

Step 1 - Download the template

On the Clients page, click the Import button in the toolbar. On the first screen of the wizard, download the template with the Download CSV template button.

The template includes two example rows and all the headers that Mosce ERP expects. The columns are:

Column	Required	Description
`name`	Yes	Name or legal name of the client.
`taxId`	No	RNC, cédula, or passport number. Needed if you want Mosce ERP to detect duplicate clients in update mode.
`taxIdType`	No	Type of tax identification. Valid values: `RNC`, `CEDULA`, `PASSPORT`, `OTHER`.
`type`	No	Client type: `INDIVIDUAL` (natural person) or `BUSINESS` (company). Defaults to `INDIVIDUAL`.
`email`	No	Email address. Used as a secondary lookup key when there is no RNC/cédula.
`phone`	No	Client's main phone.
`address`	No	Physical address.
`city`	No	City.
`province`	No	Province or state.
`creditLimit`	No	Credit limit in Dominican pesos (whole number, no dots or currency symbol). Defaults to `0`.
`isActive`	No	`true` for active, `false` for inactive. Defaults to `true`.

Important: the column names must be exactly as they appear in the template - in English, with no extra spaces. Do not translate or rename them.

Step 2 - Validate your file

With your file ready, drag it into the window or select it with the file explorer. Mosce ERP reviews it without saving anything yet - this validation catches errors before anything is loaded.

If everything is correct, you will see a preview of the first rows and the Continue button becomes enabled.

If there are errors, a table appears with:

The row number where the problem occurred.
The field that failed validation.
The reason for the error (for example, "Invalid email" or "Name is required").

You can download the full report with the Download errores.csv button, fix the original file, and upload it again from the start.

Step 3 - Confirm the import

Before loading the data, choose a mode:

Create new records only - if a row matches a client that already exists (by RNC/cédula or email), it is discarded without error. Useful for initial loads when you do not want to touch what you already have in Mosce ERP.
Create new and update existing - if a row matches an existing client, its data is updated with the values from the CSV. If there is no match, a new client is created.

Click Import to begin. When it finishes, you will see a summary with the number of clients created and the number of clients updated.

If your file is very large, Mosce ERP processes it in the background and notifies you when it finishes. You can close the wizard and keep working normally.

How does Mosce ERP identify duplicate clients?

Mosce ERP compares each row of your CSV with your account's existing clients using the following logic, in order of priority:

RNC or cédula + identification type (taxId + taxIdType): if both match an existing client, it is considered the same client.
Email address (email): if there is no RNC/cédula in the row, Mosce ERP looks up by email.
If there is no match on either, a new client is created (Create new and update existing mode) or the row is discarded (Create new records only mode).

Limits

Plan	Rows per file	Files per month
Free	1 000	3
Starter	10 000	20
Professional	100 000	unlimited
Enterprise	unlimited	unlimited

If you exceed the rows-per-file limit, Mosce ERP will ask you to split it into smaller files and upload them one by one.

If you exceed the month's file limit, the Import button will show a notice indicating that you have reached the limit. The counters reset on the first day of each month.

Frequently asked questions

What if Excel saves my CSV with semicolons instead of commas? Mosce ERP only accepts commas as the delimiter. When saving from Excel, choose the CSV (comma delimited) or CSV UTF-8 (comma delimited) option - not the generic CSV option that some systems configure with semicolons.

What about accents and the letter ñ? Make sure to save the file with UTF-8 encoding. If special characters look like strange symbols after importing, save the file again as UTF-8 from your spreadsheet and try again.

Can I import the client's address and phone? Yes. The address, city, province, and phone columns are optional but accepted in the import.

Can I import the client's credit limit? Yes. The creditLimit column accepts whole numbers in Dominican pesos. If a client has no credit limit, leave the cell empty or set it to 0.

What about credit terms data (credit days, discount rate)? Credit terms are not part of the import CSV. Once the client is imported, you can assign credit terms from their individual record in Mosce ERP.

Can I import clients more than once? Yes. Each import is independent. If you use the Create new and update existing mode, later imports update existing data without duplicating records.

Can I import additional columns that are not in the template? No. Mosce ERP only reads the columns from the template. Any extra column is ignored - it does not cause an error but it is not imported either.

Last updated: 2026-05-11

Import clients

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