How to Upload Customers in CSV

Step by step guide to upload CSV files

Written By Ritesh Sharma

Last updated 2 days ago

Save time by importing all your customers at once instead of adding them one by one.

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Step 1: Download the CSV Template

  1. Go to Customers.

  2. Click Import (or Bulk Upload).

  3. Download the sample CSV template.

Step 2: Fill in Your Data

  1. Open the template in Excel or Google Sheets.

  2. Add your customer details under each column (name, email, phone, etc.).

  3. Keep the column headers unchanged.

  4. Save the file as .csv.

Step 3: Upload the File

  1. Back in Customers → Import, click Choose File.

  2. Select your saved CSV.

  3. Click Upload.

Step 4: Review & Confirm

  1. Check the preview to make sure data is mapped correctly.

  2. Fix any flagged errors.

  3. Click Confirm Import.

✅ Done! Your customers will now appear in the Customers list.

Tips

  • Use the provided template to avoid upload errors.

  • Make sure emails and phone numbers are correctly formatted.

  • Remove blank rows before uploading.