Importing customers from Excel

Importing customers from Excel — this article covers what it is, where it lives in OneSuit and exactly what to do. Part of the Customers & Suppliers section of the OneSuit Knowledge Base.

Where to find it: People → Import

Steps

1. Download the sample.
2. Fill name, phone, email, address, opening balance.
3. Upload and confirm.

Tips

• Duplicates are matched by phone number.

Need help?

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