Skip to main content

How to add customers in bulk

Maxime avatar
Written by Maxime
Updated over 2 weeks ago

Banqup lets you import a large number of customers at once by using an Excel file containing your customers' information.

To do this, go to the Customers & Suppliers menu

017-customers-suppliers.png

Downloading the import template

In order to import customers in bulk, the Excel file needs to follow a pre-determined structure, that's why downloading the template file is necessary. Click the Download the Excel import template button.

058-dowload-import-template.png

Uploading your customers

059-upload-customers.png

After creating the Excel file containing your customers, click the Upload your customers button and select the Excel file on your computer.

Any errors will be displayed in a pop-up and you'll be allowed to correct them from there.

After successful import, the imported customers will be displayed in your customers list.

Did this answer your question?