Update customers and suppliers using a CSV file

As well as importing  a CSV file to create customer and supplier records  in Sage Accounting, you can use a CSV file to update existing records.

 NOTE: To make sure we can identify and update existing records, we use a unique ID. To include this ID in your spreadsheet, export all your records first, then update the exported spreadsheet and re-import it. This is to make sure that you avoid creating duplicates. When the Unique ID column is blank, we create a new record.

1. Export all your customer and supplier records to a spreadsheet.
2. Open the exported file and make your required changes and then save your file.
    TIP: To add a new record, create a new row leaving the Unique ID field blank. You can't add more than one contact person. You need to add these manually after you import.  
3. From the navigation bar select Contacts.
4. Select Update Customers or Update Suppliers from the New customer or New supplier drop-down.
5. Drag and drop your updated file, or select Choose, then select Upload file.
6. Choose how to handle empty cells in your CSV file then Continue.
7. You'll view a summary of the file you're about to import, when you're happy select Start import.

• Create a customer contact (UK)
• Create a customer contact (IE)
• Import customers and suppliers
• Import customer or supplier opening balances (UK)
• Import customer or supplier opening balances (IE)