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How to Import or Add Customer Details

You can add customers one at a time through the Create New Contact wizard, or import a batch of customers at once from a CSV file.

Steps

To add a single customer manually:

  1. Go to Get Paid → Customers and click "New Customer" to open the Create New Contact wizard, then complete the Contact details, Addresses, and Advanced steps.

To import customers in bulk:

  1. Go to Get Paid → Customers and click "Import."
  2. Click "View instructions" to confirm the required CSV format.
  3. Upload your CSV file.
  4. Use the preview step ("Upload and preview customers") to check the data before confirming the import.

Good to Know

Only CSV files are supported for import - there is no downloadable spreadsheet template, only the "View instructions" link describing the expected columns.

Related Articles

  • How to Create a New Customer
  • How to Edit Customer Information
  • How to Search and Filter Customers

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