You can easily create customer or supplier records using a CSV file to add multiple records at once.

 NOTE: There's a different process to change or adjust existing customers or suppliers. Find out more about how to Update customers and suppliers using a CSV file.

To import a customer or supplier record file you must have:

• An Accounts Start Date set and a VAT scheme. Find out more about how to Set up financial year, accounting dates and VAT
• Use separate files for importing customer and supplier records; avoid mixing both types in a single file
• The same column headings and formatting as in the CSV template file. For example, each contact you import must have a Reference

Step 1: Download the CSV file template

Step 2: Prepare the import file

If you already have a file, check it against the template to match the column headings and data format before importing your contacts.

If you don't have a file, fill in the template with your data, keeping the column headings and format intact.

Find out more on the Customers and Suppliers file format.

Step 3: Import your customers and suppliers

1. From Contacts, select Customers or Suppliers.
2. Click the drop-down arrow next to the New Customer or New Supplier button.
3. Select Import Customers or Import Suppliers from the drop-down menu.
4. Select Choose File. Browse to your import CSV file, then click Open.
5. Keep the CSV format drop-down as Accounting, then select Upload.
6. Click OK when you receive the prompt confirming a successful upload.

If you have errors appearing preventing your upload, refer to Common import errors.

• Create a customer contact (UK)
• Import customer or supplier opening balances (UK)