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How to Import Customers Into Accounting

In this article:

Background

If you are changing from another accounting software, you can import your customers into the accounting software instead of manually entering them one at a time.  To add customers manually, see Adding and Editing Customers.  Also see Importing Vendors into Patriot Software.

Quick Tips for a Smooth Import Process

  • Business Name:  Your customer’s business name must be 50 characters or less.
  • Address: Create separate columns for your customer street address, city, state, and zip code. Note, there is a limit of 50 characters per address line.
  • Email: Your customer’s email address should only contain one email, and no other text.
  • Phone: Your customer’s phone number cannot contain extensions.
  • Upload up to 200 customers at a time. You can upload an unlimited number of times.

How to Import Customers

  1. Go to Accounting > Receivables > Customer List
  2. Click “Import Customers.”
  3. Drag and drop your file or choose the file from your computer
  4. Click “Continue.“
  5. Match your data to the accounting software fields if the data from your spreadsheet couldn’t be automatically matched to the accounting fields.
  6. Click “Continue.”
  7. Review the import.
    •  If there are any errors in the file, you can make corrections and edits here.  You can also edit all fields on the customer record after they have been imported.
  8. Click “Save Customers.”
  9. You can find your imported customers on your customer list.

FAQs About Customer Imports

How many customers can I import at at time?

You can import up to 200 customers at a time. However, you can import an unlimited number of times.

Which customer fields can I import?

Business Name, First Name, Last Name, Address 1 and 2, City, State, Zip, Email, Phone, Notes

What are the minimum fields needed in order to import customers?

Your import file needs to include at least a Business Name or First and Last Name.

How should the file be formatted?

Each customer record should be on a single row in your file, with a column for each field you want to import. The first row of your file should include headers that label each column. Your first customer should start on row 2.

Do the order of the fields matter?

No, the fields (columns) can be in any order from your former software. You’ll match the fields to our fields after you import the file.

How to Export a Customer List

You can export all customers that are added in the software.

  1. Go to Accounting > Receivables > Customers.
  2. Click the “Download Spreadsheet link” to get a CSV of the customers displayed on your screen.

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