How to import your customers list into count

You can import your customers into COUNT using a CSV or Excel file. This is helpful when migrating customer data from another system or when setting up your workspace with multiple customers at once.

The import process allows you to upload your file, map your data to COUNT fields, and complete the import in just a few steps.

1. From the left-hand menu, click Contacts & Products, then select Customers.

In the top-right corner, click the arrow (import) icon next to Add a Customer.

2. Upload your CSV or Excel file by dragging and dropping it into the upload area, or by clicking upload to select the file from your computer.

Once the file is uploaded, click Next.

3. Review the file preview and map your data to COUNT fields. Click Next.

Once the import starts, you’ll see a confirmation message indicating the status of your import.

You’ll be notified by email when the import is complete. You can click Back to Customers to return to your customer list or Import More Customers to upload another file.

Updated on: 03/03/2026