Import and export customer and vendor contacts
This explains how to import new records, export records and update existing records, from spreadsheets (CSV files). Learn how to
Import new customers and vendors
Use the section to learn how to import new product and service records from a spreadsheet (CSV file)
If you want to update existing records, see Update existing records
Before you begin
- We recommend that you use our template to make sure your CSV has the correct column headings.
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You must use separate CSV files for customers and vendors.
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Each CSV file must use the correct headings and cell formats. We recommend that you download a copy of our template file and then paste the details of your customers or vendors.
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You must complete all the compulsory columns.
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Every contact you import must a have Reference.
Download the CSV template file
Prepare the CSV file
Import the contacts file
Export contacts
There are 2 ways to export customer and vendor details
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Use the option to Export all records.
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Export selected records from the customer or vendor list
Export all records
This exports all customer or all supplier records to separate CSV files. The export contains all fields in the customer or supplier records except the Analysis Types.
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From Contacts, select Customers or Vendors.
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Choose Export all from the New customer or New vendor drop-down.
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The export file may take a few minutes to create. Check for a notification on the toolbar to tell you when the file is ready.
You can only export one file at a time, so wait for the export to complete before requesting to export again.
Export selected records
This only exports the fields visible on the list for the selected records on the list. Use the icon to add or remove fields before exporting.
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From Contacts, select Customers or Vendors.
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Select the records to export.
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Select the CSV icon from the action toolbar.
Update existing records
This section explains how to update existing contact records from a spreadsheet (CSV file).
To make sure we can identify and update existing records, we use a unique ID. To include this ID in your spreadsheet, you must export all your records first, then update the exported spreadsheet and re-import it.
This is to make sure that you avoid creating duplicates. When the Uniqiue ID column is blank, we create a new record.
- Export all your customer or vendor records to a spreadsheet following the steps above.
- Open the exported file and make any required changes. Save your file.
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From the navigation bar select Contacts.
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Select Update customers or Update vendors from the New customer or New vendor drop down.
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Drag and drop your updated file, or select Choose, then select Upload file.
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Choose how to handle empty cells in your CSV file then Continue.
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You'll view a summary of the file you're about to import, when you're happy select Start import.