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Customers

In Spicom, customers are not created manually.
They are automatically generated when you import contracts using a CSV file that includes a customer_name column. Every contract must belong to one customer, and the customer is created on-the-fly during the import process.

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How Customers Are Created

Customers are created indirectly through your CSV import. When Spicom processes a contract line in the CSV:

• If customer_name does not exist yet, a new customer is created.
• If customer_name already exists, the contract is linked to that customer.
• If customer_email is provided, it is attached to the customer the first time it appears.

This ensures your customer list stays clean and consistent.

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Required Field

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customer_name

This is the only required field for customer creation.
It must be:

• a string
• non-empty
• consistent across your CSV rows

Example: Acme Corp Acme corp ACME CORP → would create three separate customers because they differ.

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How Spicom Uses Customers

Once customers exist, Spicom automatically groups contracts under them to compute:

• Total monthly revenue
• Workforce cost allocation
• Share of global costs
• Real margin per customer

All values update instantly whenever contracts, workforce, or global costs change.

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Customer Overview Example

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Best Practices

• Keep customer_name exactly identical across all CSV rows belonging to the same client.
• Include a customer email whenever possible.
• Avoid trailing spaces, typos, or inconsistent casing.
• Validate your CSV before importing large datasets.