Import customers and vendors from a file

Moving from another software or a spreadsheet? Import your parties in one go instead of typing them.

Where to find it: Customer / Vendor ▾ → Customer / Vendor → Import

Prepare your file

• Use a CSV file (Excel: File → Save As → CSV) or a JSON file.
• The first row must contain the column names. Names are not case-sensitive and may use spaces or underscores.
• Only name is required. Empty fields get default values.
• Useful columns: name, phone, email, gst_no, address and role (customer or supplier).

Sample:

name,phone,email,gst_no,address,role
ACME CORP,9876543210,info@acme.com,29ABCDE1234F1Z5,"123 Main St, Bangalore",customer
ABC SUPPLIERS,8765432109,abc@vendor.com,,Mumbai,supplier

Import

1. Click Import on the Customer / Vendor page.
2. Click the box to choose your file, or drag and drop it. A preview of the first rows appears.
3. Check the preview and click Start Import. You will see the progress, for example Importing… 17/45.
4. When it finishes, the new parties appear in the list.