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Import customer or supplier contacts

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Summary

How to import customer or supplier contacts into Sage Accounting.

Description

You can import multiple customer or supplier records to save time, instead of creating their records manually.

Resolution

Step 1: Prepare the import file

Open a new Excel file and make sure the column headings match those in the table below.

 NOTE: The maximum file size you can import is 0.5MB. If your file is larger, split the data into another file. 

 TIP: Save your Excel file type as comma separated value (CSV). 


Step 2: Import the contacts file

  1. Go to Contacts, and then select New Customer or New Supplier.
  2. Choose Import Customer or Import Supplier.
  3. Select Choose File. Browse to your contacts CSV file and select Open.
  4. In the CSV Format field, select the application you're importing from.
  5. Select Upload. If you get any issues during the process,this is how to fix common import errors>.
  6. Select OK.