How to add customers in bulk

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.

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.

The following fields are required:

• Supplier's company name
• Country

Uploading your customers

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.