Importing and exporting customers with Excel

Importing with Excel

1. Prepare your file

   Download the ready-made template, delete the sample rows and enter your own customers: Download customer template (.xlsx). If you prepare your own file, fill in the following columns without a header row, with the first customer on the first row:

   Column	Content
   A	Customer name (up to 100 characters)
   B	Balance (numbers only)
   C	Balance type: B for what the customer owes you (credit sales), A for what you owe the customer. Enter only A or B; values such as "Debt", "Credit", 1 or 2 are not recognized and the balance is not recorded.
   D	Address
   E	Phone (up to 11 digits)
   F	Tax office
   G	Tax no.
   H	Payment term (days)
   I	Credit limit
   J	Note about the customer

2. Upload the file

   On the Customers page, press 1 Import, select your .xlsx file and click Import.

   

3. Check the preview

   The data is listed on a preview page; check that the Balance Type column shows debt or credit (if it's empty, column C was not recognized). When you press Import data and confirm, the customer cards and their balances are created.

Exporting

2 Export downloads your customer list as an Excel file. You can use it to make a backup or send it to your accountant.