Import customer contacts

You can import a CSV file to create multiple customer records at once. To import a customer record file, you must have:

• An Accounts Start Date set and a VAT scheme. Find out 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. Use our article to import supplier records
• The same column headings and formatting as in the CSV template file. For example, each contact you import must have a Reference

Download the CSV file template

Prepare the import file

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, complete the template with your data, keeping the column headings and format intact.

Find out about the customers and suppliers file format.

Import your customers

1. Select Contacts.
2. Select the dropdown arrow next to the New Customer button.
3. Select Import Customers from the dropdown menu.
4. Select Choose File. Browse to your import CSV file, then select Open.
5. Leave the CSV format dropdown set to Accounting.
   
   TIP:

   Use the Sage Instant Accounts option only if migrating from that product.

   
   
6. Select Upload.
7. Select OK when you receive the prompt confirming a successful upload.

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

• Create a customer contact (UK)
• Import customer or supplier opening balances (UK)