Import contacts

Summary

Learn the steps for adding customers or suppliers to Sage Accounting.

You can easily import a CSV file to create multiple customer or supplier records at once.

NOTE: There's a different process to change or adjust existing customers or suppliers. Find out more about how to update customers and suppliers using a CSV file.

To import a customer or supplier record file you must have:

An Accounts Start Date set and a VAT scheme. Find out more about how to set up financial year, accounting dates and VAT
Use separate files for importing customer and supplier records; avoid mixing both types in a single file
The same column headings and formatting as in the CSV template file. For example, each contact you import must have a Reference

Go to Sage Accounting and select Contacts.
Select the dropdown arrow next to the New Customer or New Supplier button.
Select Import Customers or Import Suppliers.
Select the template CSV hyperlink to start the file download. Once it's complete, go to your downloads folder.

If you already have a file, check it against the template to match the column headings and data format before importing your contacts.

If you don't have a file, fill in the template with your data, keeping the column headings and format intact.

Select Contacts.
Select the dropdown arrow next to the New Customer or New Supplier button.
Select Import Customers or Import Suppliers from the dropdown menu.
Select Choose File. Browse to your import CSV file, then select Open.
Keep the CSV format dropdown as Accounting, then select Upload.
Select OK when you receive the prompt confirming a successful upload.

If you have errors appearing preventing your upload, refer to common import errors.