Import Customers

Import from CSV

Prepare a CSV file

To import customers from a CSV file, first, you need to prepare such a file.

Go to the "Import" section by pressing the according button in the main menu.

On the "Import Customers (CSV)" tab you will see the "Instructions" section where you can read about what are the requirements for the file that will be imported.

Perform the import

Upload a file

On the same page press the "Select File" button and choose a file from your file system.

Then press the "Upload" button and the file you've chosen will be uploaded to the server. After this, you will see a table with headers from your file so you can verify that it corresponds to the first row.

Map headers to fields from customer accounts and contact entities

Now you have to manually map the available account and contact fields to headers in your file so data can be set correctly during the import process. (all fields are optional, but we recommend mapping at least "Annual Revenue", "Account Name" and "Contact Email" fields)

Press the "Start Import" button to start the import process.

You will be able to see the import process status at the top of this tab. After the import process finishes, there will be the latest import stats displayed.


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