Import customer lists via CSV

Great news! Now you can import customer contact information into Wave by uploading a simple CSV file.

import csv button

Here’s how you do it, in 3 simple steps:

  • Download your contacts from wherever you currently keep them, in CSV format. (Or download them in a file format like Excel, and convert that to CSV).
  • Clean up the file so the columns in your CSV match up with Wave’s.
  • Upload the file into Wave.

Simple as that.

You’ll find the Import from CSV feature on the Customers page, under the gear icon.

import customers

There are instructions, and a CSV template you can follow, on the Import page (click the “View instructions” link). Or read this detailed FAQ.

Using the Customer import feature is the fast way to take you from here:

image1 customer import feature

…to here!

image2 customer import feature

Categories:   Wave tips
By Rob Maurin

The information and tips we’re sharing in this article are meant to be a starting point for your year-end tax prep, so you can be informed and feel confident when working with your accountant. Be sure to check with a tax expert in your country or region for any specific advice you need, as each business (and tax district) is different. As our lawyers would say: “This article is for informational purposes only. It should not be considered legal or financial advice.”