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Import customer and supplier contacts

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How to import customers and suppliers from a CSV file in Sage Accounting.


What you need to know

  • You must use separate CSV files for customers and suppliers. To import both customers and suppliers, you need 2 separate files.
  • Each CSV file must use the correct headings and cell formats. We recommend that you download a copy of our template file and then paste the details of your customers or suppliers
  • You must complete all the compulsory columns
  • Every contact you import must a have Reference
  • The maximum file size you can import is 0.5MB. If your file is larger, split it into another file
  • When importing analysis types, make the analysis type already exists and is Active for the type of record you are importing. For example, an analysis type must be Active for customers before you can import customer records

Download the CSV template file

  1.  From Contacts, select New Customer, then Import Customers. For suppliers, select New Supplier, then Import Suppliers.
  2. Select the hyperlink to download the template CSV file.

  3. Go to the downloads folder on your computer to find the file.

Prepare the CSV file

Choose one of the following ways to create your CSV file:

  1. Enter the information directly into the template file. Replace the sample data with your customer or supplier details.
  2. Update a CSV file you have already saved to match our template.
  • Change the column headings in your file to match our template
  • Make sure each cell contains information in the correct format. For example, some cells must only contain numbers, others only text and some have a maximum character limit
  • Make sure all the compulsory columns contain information

Import the contacts file

  1. Go to Contacts, and then select New Customer, Import Customers or New Supplier, Import Suppliers.
  2. Select Choose File. Browse to your contacts CSV file and then click Open.
  3. In the CSV Format field, select Sage Instant Accounts if you’re importing from that application. If not, select Accounting.
  4. Click Upload. If any file issues are found during the process, you can read about how to fix them in the UK or Ireland and then try again.
  5. Click OK.

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