Import Customers - CSV Format

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Go to Customer > Extra >Import and click on the Customer Import from CSV button.

Hover the mouse over the different menu options. If the cursor changes to a hand (Hand_Cursor), then click to go to the subject.

Security Setup GeneralOpen HelpTabsUnlock MonitorQuick AddCalendarDashboardQuick_Access_Menu

CompanyEmployeeQuotesWorkshopStock ItemsSupplierLedgerinvoiceFileCustomerextraCustomer optionsContactsConversationsAge analysisFinance ChargesStatementsCustomer detailCustomer journalsReceiptsCustomer add or editCustomer enquiryCustomer linked allocationCustomer lookupCustomer extended lookupCustomer Main Menu



Remember, before you save your Excel file as a CSV file, open your Control Panel in Windows and go to your Regional settings (Change date, time and number formats).

Click on the Additional Settings button and make sure that the Decimal Symbol is a "." (point) and that the List Separator is a "," (comma). Do the same on the Currency tab.


Customer Import