Step 1.

Head to the import/ export tab under Global settings. Click on the customers tab.

‍

‍

‍

Step 2.

Download/ open the template, then add or copy your data into the spreadsheet. You only need to fill the required fields.

‍

‍

‍

Step 3.

Code must be upper case and cannot contain spaces and special characters.

The Country must be the full name in the countries setting.

Currency must be the same code in the Currencies setting.

‍

‍

Step 4.

The customer import/export option provides the ability to set the following columns in the CSV file:

‍

‍

‍

Step 5.

After you complete and save the spreadsheet, click the Choose file and select the template file you have created. At this point you will have the option to import the file.

‍

‍

‍

Step 6.

Once any necessary corrections are made, repeat this step using the import option to complete the data import. Once finished you will be notified that the import was a success.

You will be able to view the suppliers on the user list by clicking Customers in your Global settings.

‍

‍

Step 7.

You can also export customers by clicking Export all Customer records.

Modify existing customers information or add new customers, then follow the above steps to import.

‍

‍

‍

‍