Download the CSV template file to see the required format for importing contacts.
Fill in the template with your contact data and upload it here.
Carefully follow the instructions before importing the file. The columns of the CSV file should be in the following order.
| Column Number | Column Name | Instruction |
|---|---|---|
| 1 | Contact type (Required) | Available Options: 1 = Customer, 2 = Supplier, 3 = Both |
| 2 | Prefix (Optional) | Mr / Mrs / Miss |
| 3 | First Name (Required) | - |
| 4 | Middle name (Optional) | - |
| 5 | Last Name (Optional) | - |
| 6 | Business Name (Required if contact type is supplier or both) | - |
| 7 | Contact ID (Optional) | Leave blank to auto generate Contact ID |
| 8 | Tax number (Optional) | - |
| 9 | Opening Balance (Optional) | - |
| 10 | Pay term (Required if contact type is supplier or both) | - |
| 11 | Pay term period (Required if contact type is supplier or both) | Available Options: days and months |
| 12 | Credit Limit (Optional) | - |
| 13 | Email (Optional) | - |
| 14 | Mobile (Required) | - |
| 15 | Alternate contact number (Optional) | - |
| 16 | Landline (Optional) | - |
| 17 | City (Optional) | - |
| 18 | State (Optional) | - |
| 19 | Country (Optional) | - |
| 20 | Address line 1 (Optional) | - |
| 21 | Address line 2 (Optional) | - |
| 22 | Zip Code (Optional) | - |
| 23 | Date of birth (Optional) | Format Y-m-d (2025-12-06) |
| 24 | Custom Field 1 (Optional) | - |
| 25 | Custom Field 2 (Optional) | - |
| 26 | Custom Field 3 (Optional) | - |
| 27 | Custom Field 4 (Optional) | - |
| 28 | Custom Field 5 (Optional) | - |
| 29 | Custom Field 6 (Optional) | - |
| 30 | Custom Field 7 (Optional) | - |
| 31 | Custom Field 8 (Optional) | - |
| 32 | Custom Field 9 (Optional) | - |
| 33 | Custom Field 10 (Optional) | - |