{"id":1176,"date":"2023-04-13T15:52:43","date_gmt":"2023-04-13T12:52:43","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/import-export\/importing-customer-list-to-akaunting\/"},"modified":"2025-09-11T16:25:37","modified_gmt":"2025-09-11T13:25:37","slug":"importing-customer-list","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/import-export\/importing-customer-list\/","title":{"rendered":"Importing Customer list to Akaunting"},"content":{"rendered":"\n<p>Akaunting makes it easy to import your customers manually and track transactions with your business.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"602\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13155856\/import-customer-1024x602.png\" alt=\"Importing Customer list to Akaunting\" class=\"wp-image-1179\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13155856\/import-customer-1024x602.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13155856\/import-customer-300x176.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13155856\/import-customer-768x452.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13155856\/import-customer-1536x903.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13155856\/import-customer-2048x1205.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Importing Customer list:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to <strong>Sales<\/strong> on the <strong>Navigation menu<\/strong>.<\/li>\n\n\n\n<li>Select <strong>Customers<\/strong> from the expanded options.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13155755\/customer-import.mp4\"><\/video><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>On the Customers page, click <strong>Import<\/strong> or the ellipses icon <img loading=\"lazy\" decoding=\"async\" width=\"25\" height=\"18\" class=\"wp-image-574\" style=\"width: 25px;\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155359\/Screenshot-2023-04-06-at-15.52.49.png\" alt=\"ellipses menu icon\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155359\/Screenshot-2023-04-06-at-15.52.49.png 52w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155359\/Screenshot-2023-04-06-at-15.52.49-50x38.png 50w\" sizes=\"auto, (max-width: 25px) 100vw, 25px\" \/> at the top left corner.<\/li>\n\n\n\n<li>Select <strong>Import<\/strong> from the ellipses dropdown options.<\/li>\n\n\n\n<li>On the Import Customers page, <strong>Download<\/strong> the sample file and fill in the necessary fields &#8211; Name, Email, Tax number, Phone number, Country, State, etc.<\/li>\n<\/ul>\n\n\n\n<p><em>It&#8217;s necessary to fill in <\/em><strong><em>TRUE<\/em><\/strong><em> in the <\/em><strong><em>Enabled <\/em><\/strong><em>column. Please note that 500 is the maximum row allowed for import data.<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Save<\/strong> the file as <strong>XLS<\/strong> or <strong>XLSX<\/strong>.<\/li>\n\n\n\n<li>Upload your file to Akaunting.<\/li>\n\n\n\n<li>Click <strong>Import <\/strong>and wait for a few seconds. This may vary depending on the size of the data.<\/li>\n<\/ul>\n\n\n\n<p>You&#8217;ll get a notification on the sidebar notification icon. Also, a confirmation will be sent to your email once the upload is completed.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Akaunting makes it easy to import your customers manually and track transactions with your business. Importing Customer list: It&#8217;s necessary to fill in TRUE in the Enabled column. Please note that 500 is the maximum row allowed for import data. You&#8217;ll get a notification on the sidebar notification icon. Also, a confirmation will be sent [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":13,"menu_order":3,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-1176","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1176","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=1176"}],"version-history":[{"count":2,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1176\/revisions"}],"predecessor-version":[{"id":1180,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1176\/revisions\/1180"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/13"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=1176"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=1176"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}