Launchpad: How do I import customers from a spreadsheet?

Use spreadsheets to quickly import customers

How do I get a spreadsheet of products to import?

In this example, we will use QuickBooks Enterprise:

1. In QuickBooks, go to lists > item list.
2. On the bottom menu, click export.
3. You need to rename the columns:

Remove all other columns.

How do I get a spreadsheet of customers import?

In this example, we will use QuickBooks Enterprise:

1. In QuickBooks, go to customer center.
2. On the top menu, click export.
3. You need to rename the columns:

Line 3 of the billing and shipping address contains the city, state and zip. Our software will break out this fields accordingly. There is no need for a country code.

Launchpad

Once you get the spreadsheet, import it:

1. In Launchpad, click customers on the left.
2. On the right, click the ellipsis.
3. Click import CSV.
4. Import the CSV from QuickBooks.