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How to add customers in bulk

Maxime avatar
Written by Maxime
Updated yesterday

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

Go to the Customers & Suppliers menu.

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Downloading the import template

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 import template button.

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The following fields are required:

  • Supplier's company name

  • Country

Uploading your customers

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After creating the Excel file containing your customers, click the Import 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.

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