How to Use Customer’s Bulk Import

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

STEP 1: Download the Template

Go to the Customers page
Open the Bulk Import modal
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

customers_bulk_import_template.csv

STEP 2: Fill in the Template

Required column:

name – Display name of the customer.

<aside> <img src="/icons/info-alternate_blue.svg" alt="/icons/info-alternate_blue.svg" width="40px" />

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

</aside>

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.

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

</aside>

STEP 3: Upload the Completed File

Once done, upload the filled-out file , 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.

</aside>

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

STEP 1: Download the Template

STEP 2: Fill in the Template

STEP 3: Upload the Completed File

Watch this sample video to see how use Customer’s Bulk Import: