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How to create a new relation

Add new relations in your TimeChimp account.

Nick Dekker avatar
Written by Nick Dekker
Updated over a week ago

This article helps you get started with the Relations module in TimeChimp.

In this article, we’ll guide you through what you can do on the Relations page and walk you through the process of creating customers and contacts in TimeChimp. We’ll also explain how to import customers from your accounting software, and highlight the impact of archiving or deleting a customer.

The Relationships Page Explained

On the Relationships page, you get an overview of all customers currently in your TimeChimp environment. You can search by customer name or customer number using the search bar, and filter by active or archived customers. Additionally, you can click the gear icon on the right to display the revenue per customer.

In the top left, you'll find the Export button. This allows you to export customer data from your TimeChimp environment.

Adding New Customers

To add a new customer, click the + New Customer button in the top right of the Relations screen, or click the + in the top corner and select Customer. This opens the New Customer form, where you can enter the required information.

General

Fill in the form with the customer’s name, address, contact details, and reference numbers. Make sure to provide accurate information to ensure smooth communication and billing. You can also use the Dutch Chamber of Commerce (KvK) or Belgian KBO search tool to automatically fill in customer details. Additionally, you can add relationship labels to make it easier to filter customers later — for example, by indicating the preferred billing method.

Contacts

If applicable, add contact persons to your customer by clicking + New Contact. Enter the contact details and indicate whether this person is also the billing contact.

Financial

Next, you can define customer-specific settings, such as the default hourly rate, VAT percentages, and other financial details. These preferences will be saved for future use, streamlining your workflow. You can also specify a default invoice layout for this customer.

Once everything is filled in correctly, click Save. This will add the new customer to your TimeChimp account, making them available for future projects and invoicing.

Prospect Toggle

Use this toggle to distinguish between existing customers and potential customers (prospects).

Editing Existing Customers

If you need to edit information for an existing customer, simply find the customer in the overview, click the three dots on the right, and select Edit. Make your changes and click Save to update the customer data.

Did You Know?

  • You can import relationships directly from your accounting software?

  • You can use a custom invoice layout per customer?

  • You can view revenue per customer instantly?

  • A contact person can be linked to multiple customers?

  • Every customer has a handy dashboard?

Importing from Your Accounting Software

Integrating your accounting software makes importing customers even easier. You’ll find this option by going to the gear icon (top right) > Import/Export > and choosing the tile for your accounting tool.

  • If you choose “Add new”, TimeChimp will import only those customers not already in your account.

  • If you choose “Add new and update existing”, it will add missing customers based on the customer number and update existing customer data where differences are found.

Note: Matching is based on the customer number. If a customer exists in TimeChimp without a number but does have one in your accounting software, a new customer will be created. If customer numbers are not used, matching is done by customer name.

Archiving Customers

If a customer is no longer active and you don’t need to register time for them anymore, you can archive them. Here's what happens when you archive a customer:

  • Registrations for this customer remain intact but can no longer be edited.

  • Projects linked to this customer will also be archived.

  • You will no longer be able to register time on this customer or their associated projects.

Deleting Customers

Once a customer has been archived, you can choose to delete them permanently. Be aware that deleting a customer also removes all related data. Read the following carefully before proceeding.

Deleting a customer will also delete:

  • All time registrations

  • All linked projects

  • All invoices and quotes

  • All customer portals

Important: Deleted customer data cannot be recovered.

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