Import customers and suppliers

Use the template for the record you need

Customer and supplier imports have their own template-driven workflows. They do not use the product import's column-mapping preview. Download the current example from the relevant import screen rather than reusing a product spreadsheet.

Keep a copy of your original file. Include only business contact information you have a reason and permission to hold. Do not include card numbers, passwords or marketing lists bought from another company.

Import a small sample

1. Open the customer or supplier import screen with the required permission.
2. Download its sample and keep the required column names and order.
3. Fill in a few records, preserving phone numbers and codes as text.
4. Upload the supported file and correct any reported validation errors.
5. Find the imported contacts and check names, contact details and the record type.
6. Import the remaining records only after the sample behaves as expected.

These imports are not a general duplicate-merging service. Check existing records first and avoid repeatedly uploading the same file to resolve an unrelated error.

Keep balances separate

A contact record and an outstanding financial balance are different information. Do not assume a contact import recreates old sales, purchase histories or every opening balance. Reconcile any amount owed through the supported customer or supplier workflow and keep the original reference.

For a customer who owes $20, verify the saved balance before recording a later payment. For a supplier, check whether the amount belongs to an existing received purchase before adding another transaction.

Check access after the import

Confirm that staff see only the business records their role should use. Importing a contact does not invite that person as a staff user or subscribe them to a marketing campaign.

Continue with customers, suppliers and staff permissions. Ask support for setup help if your source file has different columns.