Import Customer

Importing customers from an Excel file is the fastest and most convenient way to add a large number of contacts to EasyBilling at once.

To get started, you’ll need to use our specific Excel template to ensure your data is formatted correctly. You can easily download a sample import file by clicking the link provided in the import dialog box.

Once you have the file, simply follow these rules:

• Column Headers: The first row must contain the exact column headers as shown in the sample file.
• Fixed Order: The columns must remain in the same order as they appear in the template.
• Input Data: Begin entering your customer information from the second row downwards.
• Leave Blanks: If a field doesn’t apply to a customer, you can simply leave the corresponding cell blank.