How to Use Customer’s Bulk Import

Easily add multiple customers at once using the bulk import feature.

Go to the Customers page
Click the Import button.
Click the Customers Create.
Click the Download Template button to get the file format needed for uploading your customers.

📎 Here’s a sample file template you can use as a guide

A. Required column

name – Display name of the customer.

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Each customer name must be unique; duplicate customer names are not allowed.

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B. Optional columns

legalName – Official registered business name (if different from the display name).
mailingAddress – Complete mailing address.
email – Primary contact email address.
phoneNumber – Main contact phone number.
website – Company website URL.
paymentTerms – Number of days to pay after the invoice date.
tin – Tax Identification Number.
salesAgentName - Name of the assigned sales representative responsible for the customer.
contactNames - Names of primary contact/s

You can leave the optional columns blank if you don’t need them — only the name column is required.

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Once done, upload the filled-out file through the Bulk Create Customers window, then click the Submit button on this page.

The system will automatically process the file and create the new customers for you.

Make sure the file format is correct to avoid upload errors.

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