Importing Customer list to Akaunting

Akaunting makes it easy to import your customers manually and track transactions with your business.



Importing Customer list:


- * Go to Sales on the Navigation menu.


- * Select Customers from the expanded options.


- * On the Customers page, click Import or the ellipses icon at the top left corner.


- * Select Import from the ellipses dropdown options.


- * On the Import Customers page, Download the sample file and fill in the necessary fields – Name, Email, Tax number, Phone number, Country, State, etc.

It’s necessary to fill in _TRUE_ in the _Enabled_ column. Please note that 500 is the maximum row allowed for import data.


- * Save the file as XLS or XLSX.


- * Upload your file to Akaunting.


- * Click Import and wait for a few seconds. This may vary depending on the size of the data.

You’ll get a notification on the sidebar notification icon. Also, a confirmation will be sent to your email once the upload is completed.

Updated on: 23/03/2025