Steps
To add a single customer manually:
- Go to Get Paid → Customers and click "New Customer" to open the Create New Contact wizard, then complete the Contact details, Addresses, and Advanced steps.
To import customers in bulk:
- Go to Get Paid → Customers and click "Import."
- Click "View instructions" to confirm the required CSV format.
- Upload your CSV file.
- Use the preview step ("Upload and preview customers") to check the data before confirming the import.
Good to Know
Only CSV files are supported for import - there is no downloadable spreadsheet template, only the "View instructions" link describing the expected columns.
Related Articles
- How to Create a New Customer
- How to Edit Customer Information
- How to Search and Filter Customers
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