Purple Sky Accounting US

How would you like to create a new customer?

Select Manually or CSV Upload

In your Rotessa account, there are four ways to add customers:

  • Manually
  • Importing them via our CSV template
  • Through an integration with QuickBooks Online
  • Through an integration with Xero

Manually create customer

Manually

Create a new customer manually with their name and email.

Import transactions from CSV

CSV Upload

Import multiple customers with a .csv file.