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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:
Launchpad QuickBooks
SKU Item
Description Description
Manufacturer MPN
Barcode Barcode

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:
Launchpad QuickBooks
Company Company
Name Name
Remove First name
Remove Last name
Remove Primary Contact
Remove M.I.
Email Main Email
Phone Main Phone
BillToAddress1 Bill to 1
BillToAddress2 Bill to 2
BillToAddress3 Bill to 3
ShipToAddress1 Ship to 1
ShipToAddress2 Ship to 2
ShipToAddress3 Ship to 3
   

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.