How to Import Customers

Overview

In simPRO, 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.

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, you can import your customers from your accounting package through the simPRO accounting link. See Integrate Your Accounting Package with simPRO to locate instructions for your accounting package.