Import customer and supplier contacts

This explains how to import customer and supplier details from a spreadsheet saved as .CSV file.

What you need to know

  • You must use separate CSV files for customers and suppliers. To import both customers and suppliers, you need 2 separate files.

  • 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 suppliers.

  • You must complete all the compulsory columns.

  • Every contact you import must a have Reference.

  • The maximum file size you can import is 0.5MB. If your file is larger, split it into another file.

Download the CSV template file

  1. From Contacts, select New Customer, then Import Customers. For suppliers, select New Supplier, then Import Suppliers.
  2. Select the hyperlink to download the template CSV file.

  3. Go to the downloads folder on your computer to find the file.

Prepare the CSV file

Choose one the following ways to create your CSV file.

  • Enter the information directly into the template file. Replace the sample data with your customer or supplier details.

  • Update a CSV file you have already saved to match our template.

    • Change the column headings in your file to match our template.

    • Make sure each cell contains information in correct format. For example, some cells must only contain numbers, others only text and some have a maximum character limit.

    • Make sure all the compulsory columns contain information.

Import the contacts file

  1. Go to Contacts, and then select New Customer, Import Customers or New Supplier, Import Suppliers.
  2. Select Choose File. Browse to your contacts CSV file and then click Open.
  3. In the CSV Format field, select Sage Instant Accounts if you’re importing from that application. If not, select Accounting.
  4. Click Upload. If any file issues are found during the process, you can read about how to fix them and then try again.
  5. Click OK.

Related topics