---
title: "The third-party directory — React Box documentation"
description: "Customer, supplier or both, types, statuses, internal code and Moroccan tax identifiers (ICE, IF, TP, RC, CNSS, CIN)."
url: https://www.react-box.com/en/docs/tiers/directory
lang: en
---

Third partiesThe directory

# The directory

The third-party directory describes who each counterpart is: their commercial role, their nature, their state in your relationship and their tax identity. Everything starts here.

Updated on September 11, 2026

## Customer, supplier, or both

Two independent flags set a third party's role: “Customer” and “Supplier”. You can turn on either, or both, on the same record. That is what keeps a single directory while letting you easily filter your customers on one side and your suppliers on the other, without ever duplicating a record.

## Third-party type

The type states the nature of the entity and adapts the record's labels.

* Person — an individual or a sole trader.
* Company — an incorporated business. This is the default type.
* Institution — a public administration or a public-sector body.

## Status

The status reflects the state of the relationship and lets you archive without deleting.

* Active — the relationship is ongoing.
* Prospect — a contact not yet turned into an established relationship.
* Inactive — a dormant relationship, kept for reference.
* Archived — removed from current lists, but never lost.

## Tax and legal identity (Morocco)

Moroccan identifiers are entered once on the record and reused on the documents that need them.

* ICE  
Common Business Identifier (Identifiant Commun de l'Entreprise).
* IF  
Tax Identifier (Identifiant Fiscal).
* TP  
Professional Tax (Taxe Professionnelle).
* RC  
Trade Register (Registre de Commerce).
* CNSS  
Social security affiliation number.
* CIN  
National Identity Card, optional and for an individual third party only. Protected personal data: it stays masked everywhere (only the last two characters show), only roles holding the “Access identity numbers” permission can reveal or edit it, and every consultation or change is written to the organization's activity log.

## Internal code

You can give each third party a free internal code — for instance the one from your accounting software. It is optional but unique within your organization: it is the reference the import uses to find an existing third party again.

## Import third parties

From the customers or suppliers list, the import wizard takes an Excel or CSV file through three steps — template, preview, confirmation — writing nothing before you confirm.

* Columns: the name and the role (Customer, Supplier or Both) are required; code, legal name, type, ICE, tax ID, trade register, email, phone, address, city, country and default accounts are optional. Download the template to start from the right headers.
* Matching: an existing third party is found by its code, otherwise by its name — “SOMACO”, “SOMACO SA” and “SOMACO S.A.” designate the same record. A name matching several records puts the line in error rather than picking one at random.
* Completion, never overwriting: on a matched third party, stored fields are kept and only empty ones are filled; roles add up; a default account given in the file replaces the stored one.
* Default accounts: “Sales account” and “Purchase account” are numbers from your chart of accounts, imputed by default on the third party's documents. “Counterpart” is the single-column form, assigned to the right side according to the account's class.
* Synergie export: drop the chart of accounts as is. Only customer (3421…) and supplier (4411…) auxiliary accounts are read; the number becomes the third party's code, the label its name and the counterpart its default account. Import the chart of accounts first so counterparts are recognized — the chart wizard takes you there directly.
* Address: optional, as on the record. A file takeover rarely carries one; complete it before issuing an invoice in a customer's name, a Moroccan invoice must carry it.