Published: 1 June 2026
Audience
- Administrators responsible for importing and managing customer data in PSOhub.
Objective
This article describes every field in the PSOhub company import template. Use it to prepare your Excel file correctly before uploading, and to understand how each field is validated on import.
Prerequisites
You must have Admin or Controller access in PSOhub.
Download the Template
Before you can prepare your import file, you need the official PSOhub template. The template contains the correct column structure that PSOhub expects on import — using any other file format or column order will cause the import to fail.
👉 Download the PSOhub companies import template
⚠️ Important: Always use the template downloaded from PSOhub. Do not rename, remove, or reorder any columns. If you need a fresh copy, download the template again rather than modifying an existing file.
Prepare Your File
Before uploading your file, set up the import company template correctly.
Fill in one row per company. The RecordCount column is for your reference only and is not imported into PSOhub. Assign a number to each row.
The Name field on the import file is the unique identifier for your companies. PSOhub checks to see if a company exists with the same name. If a match is found, the existing company is updated rather than duplicated.
💡 Tip: Check your existing company records in PSOhub before importing. If a company name in your file differs from an existing record by even one character, a duplicate company will be created.
Understanding the Import Fields
The table below describes every column in the PSOhub company import template, including the expected format, accepted values, and any validation rules that apply on import.
| Field | Description | Type / Value | Notes |
|---|---|---|---|
| RecordCount | A row number for your reference. | Integer (1, 2, 3…) | Required. Not imported into PSOhub. Used for your reference only. Each company must have a unique number. |
| Name | The name of the company. | Text | Required. Used by PSOhub to detect existing records. If a match is found, the existing company is updated rather than duplicated. Must be unique per row. |
| CompanyRegistrationCode | The company's official registration number. | Text or number | Optional. Enter the registration code as issued by the relevant authority. |
| TaxCode | The company's VAT or tax identification number. | Text or number | Optional. Enter the tax code as it appears in your records. |
| Address | The street name and number of the company's primary address. | Text | Optional. |
| PostalCode | The postal or ZIP code of the company's address. | Text | Optional. |
| City | The city where the company is located. | Text | Optional. |
| Country | The country where the company is located. | Text | Optional. Enter the full country name as it appears in PSOhub. |
| Phonenumber | The company's main phone number. | Numbers only | Optional. Do not include spaces, dashes, or special characters. |
Frequently Asked Questions
What happens if a company name in my file already exists in PSOhub?
PSOhub will update the existing company record rather than create a duplicate. Make sure the name in your file matches the existing record exactly, including capitalization and spacing.
My company was imported but the address is missing. Why?
Address fields are optional. If any address field was left blank in your import file, PSOhub will create the company without an address. You can add or update the address manually after import.
The import failed after I uploaded my file. What should I check?
Confirm that the column headers in your file match the original template exactly. Adding, removing, or renaming columns will cause the import to fail. Re-download the template and copy your data into a fresh copy if needed.
Can I import companies in a language other than English?
Company names and address fields support free text, so non-English characters should import correctly. Validate this in PSOhub before importing a large file.