How do I import customers from a CSV file?

Coming from another system or a spreadsheet? Import your customers instead of recapturing them.

Step 1: Export your customers from the old system

Export your customer list as a CSV file from your previous software or spreadsheet - names, email addresses, phone numbers and any other details you keep. Exports from QuickBooks, Zoho, Xero and Sage One are recognised automatically; any other CSV with column headings works too.

Step 2: Upload and map the columns

Open the customers import (the Import button on the Customers page, or via the Migration Hub), upload your CSV, and check the field mapping - your file's columns are matched to WolfAdmin's customer fields automatically where possible, and you can adjust any of them. A single "Full Name" column is split into first name and surname for you.

Step 3: Preview and import

The preview lets you page through the customers exactly as they will be created - nothing is saved until you accept. If a customer code column is mapped and a customer with that code already exists, that customer is updated rather than duplicated.