When you start using Ezus, there’s no need to begin from a blank page: you can import your data so it is available directly in your account.
1. Should you import your data?
The purpose of an import is to save time during setup. There are three possible situations:
You are switching from another software: export your data to Excel or CSV and send us your file: much of it can be imported directly. (Under the GDPR, the software provider is required to give you a readable export of your data.)
You already have an in-house database: send it to us for assessment. To be importable, a file must be grouped on a single tab and organized in rows (one row = one unique item, e.g. a client; multiple contacts go on the same row or in a separate file linked by reference).
You don’t have a database: ask yourself whether a manual import is worth it. Entering data directly in the software is often faster and cleaner: you only create the suppliers you actually use.
If in doubt, our team is here to advise you.
2. What are the different ways to import your data?
Via API, using our documentation: https://api.ezus.io.
Via AI / MCP: connect an agent such as Claude to Ezus to add or enrich your data conversationally.
💡 Imports via API or MCP are only available from our Premium plan.
Import carried out by Ezus: enter your data in our Excel template to have it imported directly into your Ezus account (delivered within 10 days), or send us a sample if your data is not formatted.
💡 This is an additional service:
Formatted data import: €390 (one-time fee)
Raw data import: custom quote (based on the actual work required)
Manual entry: if you don’t have structured data yet, or only a little, you can enter it gradually as you use your Ezus account.
3. What data can be imported?
Destinations and sub-destinations (name and descriptions)
Categories: to categorize your suppliers and products (name, VAT rate, margin rate, default quantity)
Suppliers (name, type, addresses, details, contacts, logo, tags, website, capacity, description, categories, destinations…).
⚠️ Limited to 10,000 suppliers.Clients (name, type, addresses, details, contacts, logo, tags…).
⚠️ Limited to 10,000 clients.Products (quantities, prices, VAT, tags, destinations, categories, description…), which can be linked to existing suppliers or packages.
Special, flat-rate or seasonal rates.
Seasonal: ideally as dates (dd/mm/yyyy – dd/mm/yyyy), or as periods (“summer high season”) if they vary, specifying whether they are recurring.
Flat-rate: specify the quantity tiers.Images with a caption/title and the object they are linked to. They must be accessible via public URLs.
💡 To check the format, paste the URL into a private browsing window.Presentation visuals (PowerPoint or Google Slides) with the linked object.
Projects (title, number of travelers, dates, destinations, reference, client name, assigned user, custom brief information).
Sample steps (title, hour start, hour end, destination, description).
Custom fields, if applicable.
3. What format should my file be in?
A single file, in Excel or CSV format.
Only fill in the fields listed above (any other field must be approved beforehand with your contact person).
Always use the same notation, spelling and punctuation, otherwise the data may not be processed correctly.
Make a copy of the template below:
Ezus reserves the right to validate the final file format
Now find out ✍️ How to create your first project in Ezus!
Frequently asked questions :
What is the reference ID used for?
What is the reference ID used for?
Do not confuse ID Reference with the internal reference system you may have in your company. If you want this information to appear in Ezus, enter it in the Internal Reference column.
The ID Reference is a unique reference that you must enter for each piece of information you wish to import. It allows you to give a unique reference to each piece of information you enter in the software, and therefore to import them.
Above all, it enables you to link different pieces of information together. For example: to link a contact to a customer, we'll put the reference ID of the customer in question in the Parent Reference field of the contact we're trying to link.
The same applies to linking a special price to a product, or a product to a supplier.
Here's an example in the product tab: highlighted in yellow is the unique product reference that will enable you to link things to products, and in blue is the reference of the supplier on which you'll find this product.
Destination and sub-destination ID References allow you to associate suppliers/products/projects to destinations/subdestinations by entering the ID Reference of the destination and sub-destination of the item in the destination and sub-destination columns.
Categories and sub-categories work in the same way.
Here, in the product tab, the reference ID of the destination to which the product is associated is highlighted in yellow, and the reference ID of the sub-destination is highlighted in blue.