# Importing counterparties from Excel

URL: https://bimpsoft.com/en/help/counterparties/import-counterparties/
Updated: 2026-11-06

> You can load counterparties from an Excel template in one file. Fill in the template without changing column names or order, open "Directories → Counterparties and individuals", click "Import", select the file and confirm.

## When to use import

Excel import saves time when your table already has dozens or hundreds of counterparties, for example when you move from another system. After the import, you can immediately create orders by selecting the loaded counterparties.

## How to import counterparties

Run the import from the "Counterparties and individuals" [directory](https://bimpsoft.com/en/help/getting-started/directories-overview/) using the ready-made template.

1. Download the counterparty import template (Bimp templates are on the import templates page) and fill in the columns: name, Tax ID, EDRPOU, contacts and addresses.
2. Open **Directories** and go to the "Counterparties and individuals" tab.
3. Click **Import** at the top of the screen.
4. In the "File import" window, select the filled-in file.
5. Click **Import** in this window. Bimp creates the counterparty cards.

![The "File import" window above the "Counterparties and individuals" directory: the selected file "Import template .xlsx" (12.82 KB) and the "Import" button](https://bimpsoft.com/help/_img/e07be5b9-3dd8-44b3-90ea-8f14f0cc1d70.webp)

> [!WARNING] Do not change column names or their order in the template, otherwise the system will not recognize the data.

## What to check after the import

Open the directory and make sure the cards were created with legal and actual addresses, phone numbers and other data. Then add contracts, see [Customer contract](https://bimpsoft.com/en/help/counterparties/customer-contract/). For the card form, see [Counterparty card](https://bimpsoft.com/en/help/counterparties/counterparty-card/). Importing products is described in [Importing products and stock balances from Excel](https://bimpsoft.com/en/help/products/import-products/).

## FAQ

**Can I change the columns in the counterparty import template?**

No. Changing column names and their order is not allowed: otherwise Bimp will not recognize the data.

**What data can I import?**

Name, Tax ID, company registry code (EDRPOU), contacts and addresses of customers and suppliers.