Import multiple customers

To import multiple customers into Myaccountant, follow the below steps:

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1. In the side menu, click on Contacts, and then click on Customers.

2. Next, on the Customers page click on Import button.

3. Download the excel template. Open the downloaded file, enter customers details and save the file. The Customer Billing Name is mandatory. Any other information is optional.

4. Now upload the completed template file by clicking on Choose File button. Then click on Upload button.

5. The columns in the uploaded file are automatically mapped to the labels in Myaccountant. In case of any error in the auto mapping, you can manually update the mapping.

6. Next, click on Preview button to review and confirm the mapping, then click on Ok to start the importing process.

7. A dialogue box should appear stating the number of successful and failed imports. Click Ok to proceed.

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All records that are sucessfully imported should now appear in the Customers list.

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For the failed imports, an email is sent to your registered email with a list of customers along with the reason for the failed import. After fixing the issues, try importing the customers again.

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