Update customers and suppliers using a CSV file

You can update your customer and supplier records in Sage Accounting by importing a spreadsheet (CSV file).

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 makes sure that you avoid creating duplicates.

When the Unique ID column is left 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.
3. To add a new record, create a new row and leave the Unique ID field blank.
    TIP: You can only add one contact person per record. Add more contacts manually after importing.
4. From the navigation bar select Contacts.
5. Select Update Customers or Update Suppliers from the New customer or New supplier drop-down.
6. Drag and drop your updated file, or select Choose, then select Upload file.
7. Choose how to handle empty cells in your CSV file then Continue.
8. 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)