Billtobox lets you import a large number of customers at once by using an Excel file containing your customers' information.
To do this, 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 Excel import template button.
>>> Need help to fill out the import file? Check this article out.
Uploading your customers
After creating the Excel file containing your customers, click the Upload your customers 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.
Please note: in some cases, a conflict may arise with the automatic numbering of customers. If you're experiencing this kind of issue, please turn the autonumbering of customers setting off. You can do so in Settings > Automation > Autonumbering of your Customers.