Import customers

Upload a CSV. Required column: company. Brand is picked at quote time. Repeat the same company on multiple rows to add additional contacts. Max 500 rows per upload.

Back to customers

1. Get the template

Download the template, fill it in, and upload it below.

Columns

company · required
province · 2-letter
stage · prospect/active/dormant/churned
payment_terms · e.g. "Net 30"
tags · pipe-separated
account_manager_email · matches a user
contact_* · name/email/phone/title
billing_* · line1/line2/city/province/postal/country
shipping_* · same as billing minus line2
notes · internal description

2. Upload

Or paste CSV content