How to import a list of customers

The Customers import tool allows you to import a list of customers from a file in .CSV format. The import tool will prevent duplicate customer names from being imported. 

The customer name is the only required field, however, you can also import customer details such as Contact name, Building, Address line 1, Address line 2, Town, County, Country, Postcode, Email, Phone 1, Phone 2, Fax, Website & VAT number.

Step 1.

Navigate to Tools > Import > Overview.

Step 2.

Click on the Customers link under the Sales column on the left-hand side.

Step 3.

Drag and drop your file on the designated area or click on the Upload a CSV text to select your file from your computer.

Step 4.

Now map the columns of the spreadsheet to the fields on Clear Books. The Customer name is the only required field. 

Click on Import button to complete.

Step 5.

Select Import All to import all the customers on the list. Or use the check boxes to choose a selection of customers only, then click Import Selected.