How to Import Customers from a Spreadsheet

Besides creating customers one by one, you can import them in batches from a spreadsheet.

This method is the most viable option when you already have a collection of customer data you want to migrate to Sparrow.

First, you need to download the template, the link is right on the import dialog box.

While preparing the spreadsheet you have to pay attention to these two columns because, Sparrow ERP can import customers and suppliers together. Put 1 in each row for the “is customer” column. Do the same for the “is supplier” column if you want to import suppliers.

Once the sheet is ready. Go to Customers screen under the Sales tab and click on the “Import” button from “More options” menu.

Browse the spreadsheet you have prepared and click on the upload button. That will show you a “preview” of data being imported. Now make sure each column is properly mapped. If you have used the template then all columns would be mapped already.

Finally, click on the import button to import data.

In the customer’s list, you will see newly imported customers immediately.