---
title: How to import customers
description: Simplifying the management and updating of your customer information.
---

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# How to import customers

## Simplifying the management and updating of your customer information.

**Click on Your Profile:**

![](https://knowledge.invoicequick.com/hubfs/Knowledge%20Base%20Import/d33v4339jhl8k0.cloudfront.netdocsassets6474800a6135657c489d992cimages66a904c16eb51e63b8f9e070file-8fVFwTxjVe.png)

1. Within your account settings, locate and click on the "Import and Export" tab.
2. **Import Customers:**

![](https://knowledge.invoicequick.com/hubfs/Knowledge%20Base%20Import/d33v4339jhl8k0.cloudfront.netdocsassets6474800a6135657c489d992cimages66a904d48919a15d1b1d2323file-T6tGFvysZ6.png)

1. To import new customer data or update existing records, you can choose to import a csv, xlsx, or xls file.
2. Prepare your file with the customer information you want to import.
3. Click on the option to "Import Customers" .
4. Upload and map your file.
5. Ensure that your file follows the required format and includes the necessary fields like customer names, addresses, contact details, etc.
   
   **Complete the Import:**
6. Review the data mapping and confirm the import.
7. The system will process the CSV file, and your customer data will be imported or updated accordingly.

You can also import a file with updated fields for existing customers:

![](https://knowledge.invoicequick.com/hubfs/Knowledge%20Base%20Import/d33v4339jhl8k0.cloudfront.netdocsassets6474800a6135657c489d992cimages66a9053e9638c36b868f1ee4file-LwiJTPffSZ.png)

1. **Finish and Verify:**
2. Once the import is complete, you may receive a confirmation message.
3. Verify that your customer data has been imported correctly.

 

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