← Help Centre / Customers

Import customers

Check the preview before importing. Office does not independently verify spreadsheet data.

  1. Open Customers & Leads and start Import, or open Settings > Import Existing Records.
  2. Choose the customer file and map its columns.
  3. Review warnings and possible duplicates.
  4. Check the preview, then choose the explicit import action.
Import customers screenshot 1
Import customers screenshot 2

Related guides