Import Customers

WP Ever Accounting allows you to import customers independently. To do this, navigate to the Tools menu under Accounting on the dashboard. Here, you’ll find both Import and Export options. Select the Import tab to access the available fields for importing data, then look for the Import Customers section.

In this section, you can download a sample CSV file to understand the required fields for importing customers. Simply click on the sample file link within the Import Customers section, and the CSV file will be downloaded instantly. This file serves as a guide to ensure accurate customer data import.

import customers

Import Customers – CSV Format

csv customers

The CSV file for importing customers contains several fields. To ensure a successful import, it is essential to fill out the required fields accurately. Additionally, there is no limit to the number of customers you can import at once. Below is a list of all the fields included in the CSV file:

Field Description
Name Contains the customer’s name
Company Contains the customer’s company name
Email The customer’s email address
Phone The customer’s phone number
Website The URL of the customer’s website
Address The customer’s physical address
City The city where the customer is located
State The state or region of the customer’s location
Postcode The postal code of the customer’s location
Country The customer’s country
TAX-Number The tax identification number provided by the customer
Currency The currency preferred by the customer
Fields marked with an asterisk (*) are required. You must provide information in these fields to ensure a successful import. If any required field is missing for a customer, the import process for that customer will fail.

Click here to download the sample CSV file for importing customers.