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Import customers

Who can use this: import customer Where to find it: Contacts > Import Customers

What is this?​

Upload many customers from a file instead of typing one by one. The page title is Import Customers.

Before you start​

Download the sample file from the page first. Fill name and phone in the same columns.

Steps​

  1. Open Contacts > Import Customers.

  2. Download the sample file if you do not have one.

  3. Fill customer name, phone, and other columns the sample shows.

  4. Save the file.

  5. Choose the file on the page and start the import.

  6. Read the success or error message before you leave.

    Import customers

Field guide​

FieldRequired?What to enter
FileYesSame columns as the sample.
Customer nameYesFull name as you use on bills.
PhoneRecommendedHelps find the customer later.

What you will see​

New rows appear under Contacts > Customer after a good import.

Tips​

  • Fix one error row at a time, then import again.
  • Do not change column headers in the sample.

Common problems​

ProblemSolution
Import failsOpen the error list and fix the row values.
Menu is missingRole needs import customer.