Import customers to Commusoft

Please read all information carefully. You cannot import the same spreadsheet twice if it was successful - you may want to do this if you forgot to add a column. Please make sure you have the spreadsheet complete and ready to import.

If you want to bulk import customers you can do this by using a CSV file then you can do with a few simple steps.

To create a CSV file you need to export a list (from excel or your accounting package) in a comma separated file format (CSV).

The import can take a few minutes depending on how much data you are importing. You can continue to use Commusoft while the import runs in the background.

If you have one spreadsheet for customers and work addresses you will need to split this into customers only.

The import supports up to 5000 records at a time. You may need to split your spreadsheet into chunks to import successfully.

You may need to clean your data before you import it into Commusoft. Click here to see what to do

Watch a quick video showing you how to import customers

Or read how to import customers

  1. Click on the settings icon in the top right corner and click Company settings



  2. In the list of general settings click Importing data



  3. You will see a page with a button on the left. Click Custom import. You will see the screen as shown below. Read the instructions on this page carefully. 

    If the first row of your spreadsheet contains a title, please tick the box.

    Click Upload your csv file and select your csv file from your computer.



  4. Once you've selected your file you will see a screen where you can select the titles of the columns you are importing. 

    Click in the column field and select the most relevant title for the column to the right.

    Commusoft may have already selected a column title based on the text within your CSV header, if this is incorrect please change this by clicking the field and selecting the new column title.

    You may need to clean your data before you import it into Commusoft. Click here to see what to do 

    When you are happy with the titles of the columns, click Save



  5. Once you have clicked import you will go back to the setting page. You will receive a notification and an email when the import is complete. This can take a few minutes depending on how much data you are importing. You can continue to use Commusoft while the import runs in the background.
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