Skip to content
logo Knowledgebase

Update customers using a CSV file

Created on  | Last modified on 

Summary

Update customer records in Sage Accounting using a CSV file.

Resolution

Export and update your customers 

  1. Go to Contacts and select Customers.
  2. Export customers to a CSV file.
  3. Open the exported file.
  4. Update the details you want to change.
  5. Save the file.

To add a new record, create a new row and leave the Unique ID column blank.

Import your updated file

  1. Go to Contacts, then Customers.
  2. From the New Customer dropdown, select Update Customers.
  3. Drag and drop your file, or select Choose to browse for it.
  4. Choose how Sage Accounting treats empty cells.
  5. Select Continue, then review the summary.
  6. Select Start import.

TIP:

You can also update suppliers using a CSV.