This article covers the RFC as Mexico’s tax ID field; in other countries the same field stores your client’s local tax identifier (NIF/CIF in Spain, EIN/Tax ID in the United States, and so on, based on the country you’ve configured).

What Cord stores today

When you add a client, the tax ID field is saved exactly as you type it, in uppercase. Cord does not validate the postal code against the SAT catalog, nor does it automatically clean up the corporate name (for example, stripping “S.A. DE C.V.”) — if the SAT rejects a CFDI 4.0 because the captured name or postal code doesn’t match your client’s Tax Situation Certificate (CSF), the fix today is manual: copy the name and postal code exactly as they appear on the CSF before saving the client.

Bulk import via CSV

If you’re coming from another system, use the bulk import from your Clients directory. Each row accepts: company name, contact, email, phone, tax ID, payment terms (cash, Net 30, or Net 60), and credit limit. If a client already exists (same tax ID or same company name), the import updates that row instead of duplicating it.