Purple Sky Accounting US

Import Customers from CSV

Import your existing customers from your database using Rotessa's CSV import. First, download the import template and format your data according to our specific headings to import the data correctly.

Drop file here or click to upload.

Import Customers from CSV

When importing customers from CSV:

  1. Select Download customer import template to download the customer import template (CSV) and open the template in a spreadsheet program.
  2. Enter the appropriate information under each header on the template for a customer.
  3. Save the file as a CSV.
  4. Upload the file into the field above.