Adding and importing customers
Adding a customer, how duplicates are caught, and importing from a spreadsheet.
By PrimemgrUpdated How we research and check this
Go to Customers and choose Add customer. As you type a name, email or phone number, we check whether the customer is already here and show likely matches, so you do not end up with two records for one person. You can still add them if they really are different.
Address fields follow your country: Suburb, State and Postcode in Australia; Town or city, County and Postcode in the UK; City, State and ZIP code in the US.
Importing from a spreadsheet
To import, choose Import a list on Customers while the list is empty, or go to Settings → Integrations and choose Set up next to Import customers from a spreadsheet. It takes a CSV file: you match your columns to ours, see a preview of what will be created, and the same duplicate checks run before anything is saved.