If you already have a list of your customers from another database (for example, Salesforce.com, Excel, QuickBooks, or another source), you can quickly enter data in our system by importing your customer accounts.

See Importing Customer Accounts (opens in a new tab) for detailed instructions.

The imported customer accounts will show up on the All Customer Accounts page.

• If you are not sure about the column headers in the CSV file, click Download a Template to get the templates for customer accounts, contacts, and payment methods. These templates contain all available column headers. For the required columns, refer to Required Column Headers (opens in a new tab).
• Characters in languages other than English might be garbled. If it happens, save the CSV file in UTF-8 without BOM encoding and import the file again.
• You can also use the same way to import contacts and payment methods. Remember that the customer account ID is required for each contact and each payment method. To obtain the appropriate customer account IDs for contacts and payment methods, export the customer accounts that you previously imported by clicking Export Customer Accounts. In the exported CSV file, do a lookup to combine the contacts and payment methods with the customer account IDs.

Required Column Headers

When you import a file, the first row (cell A horizontal) must have a specific set of headers.
The column headers for customer accounts, contacts, and payment methods are listed below.