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

Not using Wave yet?

Wave’s free financial management software makes it easier to invoice clients, get paid, and manage your books. Simply visit  waveapps.com, click on “Create your free account,” and enter your email. You’ll be up and running in seconds. Try one of our free webinars to get the lay of the land, and download a copy of Fearless Accounting with Wave to get started with confidence.

Categories:   Wave tips
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Rob Maurin
By Rob Maurin
Disclaimer

The information and tips shared on this blog are meant to be used as learning and personal development tools as you launch, run and grow your business. While a good place to start, these articles should not take the place of personalized advice from professionals. As our lawyers would say: “All content on Wave’s blog is intended for informational purposes only. It should not be considered legal or financial advice.” Additionally, Wave is the legal copyright holder of all materials on the blog, and others cannot re-use or publish it without our written consent.