Importing customers
You don't need to enter an existing customer list one at a time.
Importing customers
You don't need to enter an existing customer list one at a time.
Go to Customers → Import.
CSV
You can import customers using a CSV file.
The customer name is required, with optional fields including:
- Customer code
- Telephone
- Address
There's an example CSV available to show the expected format.
Accounting software
If you've connected supported accounting software, you can also import customers from:
- Xero
- QuickBooks
- Sage Accounting Cloud
- FreeAgent
Only one accounting package can be connected to Brisk at a time.