Import and export contacts
Add many customers or suppliers at once from a CSV file, or download your contacts as a spreadsheet.
Before you start
You need the Import contacts permission to import, and Export contacts to export.
Go to Contacts, click Import Contacts, then Download Sample Template. It has the right columns, including your custom fields.
Add one contact per row. Name is required. You can also fill in email, phone, website, tax number, currency, price tier, payment terms, tax rate, credit limit and addresses.
Save the file as CSV.
In Import As, choose Customer or Supplier. If you have both, import them in two files.
Tick Ignore duplicates if you don't want existing contacts with the same email address to be updated.
Upload the CSV. If anything is wrong, InventaHQ lists the problems. Fix the file and upload it again. When it's done you'll see Import complete.
Export your contacts
Click Export Contacts and choose All Contacts, Customers Only or Suppliers Only. You'll get a CSV file to open in Excel or Google Sheets.