Already have your customers in a spreadsheet, in QuickBooks, or in another app? You don't have to retype them. Save your list as a CSV file and import the whole thing in a few clicks.
Start the import
From the Customers page, click Import CSV. The import page walks you through three steps.
Step 1 — Check your columns
Your file needs one row per customer and a header row at the top. Only two columns are required — Name and Email — and the rest (phone, address, city, state, zip) are optional. The exact column names don't matter; you'll match them up in step 3.
Not sure how to lay it out? Click Download a starter spreadsheet to grab a ready-made template you can fill in.
Step 2 — Save your spreadsheet as a CSV
A CSV ("comma-separated values") is just a plain version of your spreadsheet. The import page has step-by-step instructions for Microsoft Excel, Google Sheets, QuickBooks, and Apple Numbers — click the one you use and follow along.
Step 3 — Upload and match your columns
Choose your saved CSV file and click Continue. On the next screen, Match your data:
- We take a guess at which of your columns maps to each field and show it as "Auto-matched." Double-check the two required fields — Customer name and Email address — and fix any that didn't match.
- Optional fields you don't have can be left as "skip this field."
- A preview of the first few rows lets you spot-check that everything lines up.
When it looks right, click Import. Up to 5,000 customers (and 5 MB) can go in a single upload — split a larger file in half and upload twice.
Review the results
The results page shows how many customers were Imported, how many were Skipped, and any Row errors. Duplicates are skipped automatically by email, so re-uploading the same list never creates doubles. If any rows errored, fix them in your CSV and import again.