Import customers from a CSV file

To import multiple customers in one step, you can use a CSV file import. To create a file with the correct format, you can download the BillPro sample file, and modify it or use it as a guide.

For some CSV errors, the whole import may fail. Or BillPro may create a new CSV file with some error records for you to download, update, and import again. If there are invalid fields in your customer record, BillPro may also create a customer with empty fields.

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Create a CSV file of customers

To prepare a CSV file to import customers, do these steps.

1. In the navigation menu, go to Customers and click Import.

   

2. To download the sample file, click the Sample Import File link.

   

3. Edit the file. After you check the format, you can remove the sample customer.

   

4. (Optional) Enter a Customer_ID. Later, you can modify or delete the customer ID. If you delete it, BillPro adds a random 10-character customer ID. BillPro also creates a system ID to uniquely identify each customer.

5. Enter the required fields of Firstname, Lastname, and Email. You can't create a customer in the UI without a unique email and a full name.

6. (Optional) Enter a Birthdate for the customer in DD/MM/YYYY format.

7. To send SMS notifications, enter a phone number with Phone_CountryCode and Phone_Number. You can create a customer without a phone number but not with an invalid country code or phone number.

8. (Optional) Enter the billing address fields: Billing_Street, Billing_City,, Billing_PostCode, Billing_State, and Billing_Country, which must be an ISO country code or a country name in English.

9. (Optional) Enter a shipping address, which has the same fields as the billing address.

10. (Optional) Enter organisation details.

11. Save the file in an MS-DOS compatible CSV format.

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CSV separators

BillPro supports commas as CSV separators only. If your country uses commas as decimal separators, and you are using Excel, see Use commas for Excel CSV export.

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Import a customer CSV file

To import a CSV file, do these steps.

1. Go to Customers and click Import.

2. Click Browse and select your CSV file.

3. Click Import.

   

BillPro will import the CSV file and create the customers.

If there are any issues, the import may fail, or some customers may not be imported.

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Check CSV import errors

To check the results of the CSV import, do these steps.

1. In the navigation bar, click the bell alerts icon to go to Alerts and select New.

2. Check that the total number of customers imported is the same as the number of customers in your CSV file.

3. If any customers did not import, click Download CSV to obtain a new file with the failed customer records.

   

4. In the new file, at the end of each record, in the Error column, check the message that explains why the import failed. See also Check your CSV file below.

   

5. Update the records to fix the errors. You do not need to delete the Error column, but BillPro will add any new errors in another Error column after the previous Error column.

6. Save the new file with an MS-DOS Compatible CSV format, and try the import again.

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Check your CSV file

If your import is not successful, check for the issues in the following table.

BillPro processes these errors in order of severity, so if you have more than one error, you may have to retry the CSV import more than once.