Import Customers

Upload CSV File

Select CSV File

Upload the CSV exported from your sheet. You can start with our template above.

When a customer is not in this file…

Do nothing (just upsert customers from the file)

Archive them (set Category = Closed and clear follow-ups)

Delete them (permanently remove the customer and all related records)

Note: Replace mode relies on CID to match customers. If your file doesn’t include CIDs, only the upsert will run and no archiving/deleting will occur.

Update existing customers by CID

Create a primary contact when contact columns are provided

CSV Format Guide

Accepted columns:

• CID (used to update existing / replace mode matching)
• Company Name (required)
• Customer Category
• Sub-industry
• Account Manager
• Company Size, Website, Address, Notes
• Last Contact Date, Next Follow-up (YYYY-MM-DD or MM/DD/YYYY)
• Contact Name, Contact Title, Contact Email, Contact Phone, Is Primary Contact (Yes/No)
• Total Billings (optional seed baseline, e.g. $237,039.30)
• Billings Since (optional anchor date for baseline, e.g. 1/1/2022)

Allowed values (examples):

Customer Category — Current/In-Business, Closed, Acquired, Reseller, International Reseller, Industry Partner

Sub-industry — Clinical and Diagnostic Laboratories, Healthcare Systems and Hospitals, Government and Law Enforcement, Pain Management and Specialty Clinics, Forensic and Toxicology Labs, Research and Academic Institutions

Account Manager — Andrew, Cheyenne, Jim, Kevin, Quinton, Raleigh, Undetermined

Tip: Use a consistent CID to avoid duplicates. With “Update existing” checked, rows with a matching CID will update that customer’s fields. If you choose Archive/Delete, only customers whose CIDs are not in the file will be affected.