Import Excel customer, product, and supplier lists
It's now faster than ever to add details about your customers, products, and suppliers
If you have an Excel file full of contact or product details and would prefer not to go through and enter one-by-one, not to worry! It's now possible to import your list of customer and supplier details as well as product information direct to your Debitoor account.
It's simple and easy. Just check out our short video to show you how to upload all the information to get started with invoicing and managing expenses even faster:
To import your product or supplier list as well, follow the same steps but under your 'Products' tab or 'Suppliers' tab.
Just to recap:
- Log in to your Debitoor account and click on the 'Contacts' tab at the top
- In the 'Customers' section, you'll see a button next to the blue 'New Customer' button labeled 'Import'
- Clicking this button will open a small window where you can download the .csv template
- When your .csv file is ready, return to the 'Import' box, and click the 'Browse files' button to select and upload your .csv file
That's it. All of the details from your .csv document will be added and immediately available in your Debitoor account. This means that when you create a new invoice, you simply select your customer and/or product from the dropdown menu, and the system will fill in the details.