How to add customers in bulk

Billtobox lets you import a large number of customers at once by using an Excel file containing your customers' information.

Go to the Customers & Suppliers menu.

Downloading the import template

In order to import customers in bulk, the Excel file needs to follow a pre-determined structure, that's why downloading the template file is necessary. Click the Download the Download import template button.

Uploading your customers

After creating the Excel file containing your customers, click the Import button and select the Excel file on your computer.

Any errors will be displayed in a pop-up and you'll be allowed to correct them from there. 

After successful import, the imported customers will be displayed in your customers list.