How to create a new relation

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.

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.

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).

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.

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.

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.

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:

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: