How to Import Customers

Overview

In Simpro Premium, you can manually add customers to the system through People A screenshot of a schedule icon with a grey calendar icon and an arrow. > Create New Customer, or save time and reduce data entry errors by importing a customer list to create multiple customers at once. Learn more in How to Create Customers.

It is important to have all of your data imported into Simpro Premium to allow you to manage each of your job processes and fulfil all of your reporting requirements. Learn more in Set Up Your Data.

You may wish to test the import process with one or two customers before importing an entire list.

If you have not yet gone live with Simpro Premium, you can import your customers from your accounting package through the Simpro Premium accounting link. See Integrate Your Accounting Package with Simpro Premium to locate instructions for your accounting package.

Learn more about exporting customers in How to Export Customers.