Import Customers

WP Ever Accounting lets you import customers independently. From the dashboard under ‘Accounting‘, go to the ‘Tools’ menu. There, you will find both the import and export options. Click on the “Import” tab and there you will find a field to import.

A sample file formatted in CSV is given so that you can download the file and learn about the fields required to import customers. To download the file, simply click on the “Sample” from the customer field and a CSV file will be downloaded on demand.

Import Customers -WP Ever Accounting
Import Customers

Import Customers – CSV Formatiing

Import customers - WP Ever Accounting
Import customers CSV Format

The CSV file for importing customers has several fields. To import customers successfully, putting information on the required fields is a must. Also, you can import as many customers as you want. All of the fields given in the CSV file are mentioned below-

Field Description
Name* Holds the name of the customer
Email* Email address of the customer
Phone Phone number of the customer
Fax Holds fax number
Birth Date Date of birth of the customer
Address ddress of the customer
Country Country name
Website URL of the website
Tax Number Tax number provided by the customer
Currency Code Currency that is chosen the customer
Note A brief record of something written down for the customer
The fields with the star marks are the required fields. You must have to put information on those fields to assemble a successful import. If any of the required fields go missing for a customer, it will stop importing that particular customer.

To download the CSV sample file for importing customers, click here.