Open CAPPS

Create or import a customer

Version 2026.11 Reading time: 5 min Permission required: Create and edit

Each sales document is linked to a customer. You can create customer records one by one or import your whole list from a file.

Before you start

  • Creating and importing require the Create and edit permission. In Read only mode, the New Customer button does not appear.
  • Importing also requires permission to import customers in your profile. Only the actions your profile allows are shown.

Create a customer

  1. Open the Customer Management page and click New Customer.

  2. Choose Individual or Professional.

  3. Under Identity, enter the Name (required, 100 characters maximum). For an individual: Civility, First Name and, if needed, National ID (CIN). For a business in Morocco: ICE Identifier, Tax Identifier (IF), RC, Business License No.

  4. If you agreed on payment terms, fill in Agreed payment terms (days). If you leave it empty, the statutory terms apply.

  5. Complete the Address (printed on your quotes and invoices) and Contact (phone, email) sections.

  6. Click Save. The message “Saved successfully!” confirms the creation.

CAPPS refuses to save in these cases:

  • business customer in Morocco without an ICE: “The ICE is required for a business customer.”;
  • ICE that does not have exactly 15 digits;
  • business customer without an Address, City or Country (required to invoice);
  • payment terms beyond the legal maximum (law 69-21);
  • ICE already used by another customer: CAPPS shows “This ICE is already used by” with a link to that customer's record. Open that record instead of creating a duplicate.

For an individual, the address, city and country do not block saving, but the Required to invoice label reminds you to complete them before invoicing.

Import customers from a file

  1. On Customer Management, click Import (or the More actions menu, then Import).

  2. In the Import Customers window, click Download CSV template and fill it in. The template matches your branch's country.

  3. Drag your file into the window or click Browse. Accepted formats: .csv, .xlsx, .xls.

  4. Click Analyze file. The preview shows the number of valid and invalid rows. The Status column shows Create, Update (customer already known) or Error with the reason.

  5. Clear the rows you do not want to import, then click Import. The summary shows the customers created, updated and failed, with details of the failed rows.

A row in Error cannot be selected. Fix it in your file, then run the import again with Back.

Find, deactivate or reactivate a customer

  • The search accepts the name, ICE, account number or email. The / key puts the cursor in the search box.
  • By default, the list shows Active customers. Choose Deactivated or All to see the others.
  • On a row, Open record (view / edit) opens the customer record, and View (or a double-click) opens the customer's history.
  • Deactivate (after confirmation) makes the customer unavailable in new documents. Their history, collections and payment reminders remain accessible. Reactivate customer reverses this.