Import customers
Coming soon
Importing a customer list from a file is coming. Here is the quickest way to add customers today.
Importing a list of customers from a spreadsheet or CSV file isn't available yet. We are working on it.
Add customers today
You only need a customer when you bill them, so you don't have to add everyone at once.
- Open Customers and tap New customer.
- Add their name, email and billing address. The province matters: it decides which sales tax goes on their invoice.
- Save. They are ready to pick on any invoice.
You can also add a customer while you write an invoice.
Tip
Start with the customers you bill this month. Add the rest as they come up. Keep your old list in a spreadsheet until import is ready.