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4.8Importing contacts from a file

Chapter 4 · Contacts — customers and vendors·1 min read

  1. On the Customers or Vendors list click Import (or use the Overview's Import customers / Import vendors).
  2. Click Download template to get a CSV with the expected headers: Display Name, Company Name, Salutation, First Name, Last Name, Email, Phone, Mobile, Currency Code, Notes, Website, Billing Address, Billing City, Billing State, Billing Country, Billing Code, Shipping Address, Shipping City, Shipping State, Shipping Country, Shipping Code — with a sample row.
  3. Fill it in. Every row needs a Display Name (or Contact Name) and a valid Email. Currency Code defaults to your base currency when blank.
  4. Click or drag the CSV onto the upload area. A preview lists every row with OK or Skip and the reason for a skip (missing name, invalid email, unrecognised column).
  5. Click Import. Rows marked OK are created; skipped rows are reported so you can fix and re-upload them.
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