Importing customers and suppliers

1. Go to Contacts › Import Contacts.
2. Download the template file and fill in one contact per row. The instructions table on the page explains each column. The key ones are Contact type (customer/supplier/both), name and mobile.
3. Save as .xlsx or .csv and upload it.

If a row has a problem, the import stops and shows the row number. Fix it and try again.

Tip: Include opening balance for customers who already owe you, so their statements are right from day one.

Note: Mobile numbers are used to find customers quickly at checkout. Keep one format, for example 0712345678.