Importing Customer list to Akaunting

Akaunting makes it easy to import your customers manually and track transactions with your business.

Importing Customer list:

• Go to Sales on the Navigation menu.
• Select Customers from the expanded options.

• On the Customers page, click Import or the ellipses icon at the top left corner.
• Select Import from the ellipses dropdown options.
• On the Import Customers page, Download the sample file and fill in the necessary fields – Name, Email, Tax number, Phone number, Country, State, etc.

It’s necessary to fill in TRUE in the Enabled column. Please note that 500 is the maximum row allowed for import data.

• Save the file as XLS or XLSX.
• Upload your file to Akaunting.
• Click Import and wait for a few seconds. This may vary depending on the size of the data.

You’ll get a notification on the sidebar notification icon. Also, a confirmation will be sent to your email once the upload is completed.