Accoraze
Customers & Suppliers

Import & Export Customers & Suppliers

Bulk import or export customers and suppliers using CSV files.

Overview

You can bulk import or export customer and supplier records using CSV files. This is useful when migrating from another system, adding many contacts at once, or backing up your contact database.

What You Can Do

ActionCustomersSuppliers
ImportYesYes
ExportYesYes

Before You Start

Download the official CSV template for the module you want to import into. Using the template ensures column headers match what Accoraze expects.

  1. Go to Customers → Import / Export or Suppliers → Import / Export
  2. Click Download Template
  3. Save the CSV file

Customer Import Template

ColumnRequiredDescription
nameYesCustomer name
emailNoEmail address
phoneNoPhone number
addressNoFull address
companyNoCompany name
notesNoInternal notes

Supplier Import Template

ColumnRequiredDescription
nameYesSupplier name
emailNoEmail address
phoneNoPhone number
addressNoBusiness address
notesNoInternal notes

Importing Records

  1. Go to Customers → Import or Suppliers → Import
  2. Click Choose File or drag and drop your CSV
  3. Click Upload
  4. Review the preview — errors and warnings are highlighted
  5. Fix any issues shown in the error report
  6. Click Confirm Import

Common Import Errors

  • Missing required column — Ensure the name column is present
  • Invalid email format — Use a valid email format (e.g., name@example.com)
  • Duplicate entry — A customer with the same name may already exist
  • Encoding issues — Save the CSV with UTF-8 encoding

Exporting Records

  1. Go to Customers → Export or Suppliers → Export
  2. Optionally filter records (e.g., by date added, activity)
  3. Click Download CSV

The exported file contains all customer or supplier records matching your filter.

Updating Existing Records

To update existing records via import:

  1. Export your current records
  2. Update the values in the CSV
  3. Re-import — records are matched by name or email
  4. Review the preview and confirm

Combining with General Import/Export

The Import & Export section covers the general import/export process across all modules. The steps here are the same — only the module and template differ.

Limitations

  • Import works from CSV only.
  • Large imports may take a moment to process. Keep the browser open during import.
  • Import is one-directional (CSV to Accoraze). Use export to create backups or migrate to another system.

Supplier Management

Add, edit, view, and manage your supplier contacts.

POS, Orders & Sales

Run your point of sale, manage orders, process sales, and generate receipts.

On this page

OverviewWhat You Can DoBefore You StartCustomer Import TemplateSupplier Import TemplateImporting RecordsCommon Import ErrorsExporting RecordsUpdating Existing RecordsCombining with General Import/ExportLimitationsRelated