Summary
Learn the steps for adding customers or suppliers to your Sage Accounting.
Description
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.
Resolution
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
- From Contacts, select Customers or Suppliers.
- Select the dropdown arrow next to the New Customer or New Supplier button.
- Select Import Customers or Import Suppliers.
- Select the template CSV hyperlink to start the file download. Once it's complete, go to your downloads folder.
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
- From Contacts, select Customers or Suppliers.
- Select the dropdown arrow next to the New Customer or New Supplier button.
- Select Import Customers or Import Suppliers from the drop-down menu.
- Select Choose File. Browse to your import CSV file, then select Open.
- Keep the CSV format drop-down as Accounting, then select Upload.
- Select OK when you receive the prompt confirming a successful upload.
If you have errors appearing preventing your upload, refer to Common import errors.