---
title: "Preparing your customer database"
slug: "préparer-votre-base-de-données-clients"
updated: 2026-06-30T08:40:33Z
published: 2026-06-30T08:40:33Z
canonical: "help.frisbii.com/préparer-votre-base-de-données-clients"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.frisbii.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Preparing your customer database

The quality of your Salesforce database directly determines the compliance of your electronic invoices. A missing or incorrect field, and the invoice gets rejected by the Approved Platform before it even reaches your customer. Here's how to prepare for it.

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-T6XMFT9B.png?sv=2026-02-06&spr=https&st=2026-10-28T00%3A20%3A50Z&se=2026-10-28T01%3A20%3A50Z&sr=c&sp=r&sig=bjOR%2BbjwUaz8VxNeVfDmby%2FYKVG0fUDG1Lx7lJvklpo%3D)

## Why your database is a key issue

With paper or PDF invoicing, an error in a VAT number or an incomplete address often went unnoticed. With electronic invoicing, it's different: **approved platforms run automatic checks** on every invoice before transmission. A missing mandatory field means a rejected invoice.

Preparing your database is therefore the first real operational action before starting electronic invoicing.

## Mandatory fields: a reminder

### Fields that already exist (to check and clean up)

These fields probably already exist on your Salesforce accounts for issuing your invoices. The goal is to **check them and fill in** any that are missing.

**On the Issuer account (your company):**

- Legal name
- Legal form (SARL, SAS, SA, sole trader…)
- Full registered office address
- SIREN / SIRET number
- Intra-Community VAT number (format: FR + 11 digits)
- RCS number and registry's town of registration
- Share capital

**On the Customer account:**

- Legal name or customer name
- Full billing address (street, postal code, city, country)
- Delivery address if different from the billing address
- Intra-Community VAT number (if the customer is a business subject to VAT)

**On the invoice:**

- Invoice number (chronological, without gaps)
- Issue date
- Date of sale or service (if different from the issue date)
- Precise description of goods or services
- Quantity
- Unit price excl. tax
- Any discounts
- VAT rate and amount per line, total excl. tax, total VAT, total incl. tax
- Discount terms
- Payment terms: due date

## How to update your database in practice

### Step 1 — Export your current accounts database

Export all your active accounts from Salesforce (report or SOQL export). Identify missing fields: SIREN, VAT number, full address, customer type.

### Step 2 — Enrich missing data

To find missing SIREN numbers, several sources are available:

- [**Annuaire des entreprises**](https://annuaire-entreprises.data.gouv.fr) (free public service): search by name, address, or activity.
- [**Societe.com**](http://Societe.com), [**Pappers.fr**](http://Pappers.fr): enriched commercial databases.
- [**PPF directory**](https://www.impots.gouv.fr): since September 2025, you can check whether a SIREN is properly registered and which PA it uses.

> 💡 For foreign customers, there is no SIREN (a French format). It's the intra-Community VAT number that should be entered on your International B2B Accounts in Frisbii.

### Step 3 — Re-import into Salesforce

Once the data has been completed in a CSV file, use Salesforce's **Data Import Wizard** or **Data Loader** to bulk-update your Account records.

## Special cases

**Associations:** an association only has a SIREN if it's registered in the SIRENE directory (it has employees, receives grants, or has a profit-making activity). If your association customer is subject to VAT, treat it as domestic B2B. Otherwise, it falls within the scope of e-reporting.

**Customers under the VAT exemption scheme:** a sole trader or micro-business under the VAT exemption scheme is subject to VAT but not liable for it. It is listed in the directory and has a SIREN.