How to load clients from Excel

How to load clients lists from elsewhere into Buildxact in bulk

Matt Govett avatar
Written by Matt Govett
Updated over a week ago

Audience: Builder/ Supplier/ User

Read time: 2 mins

Article contents: FAQ/ How To/ Template

Loading clients from Excel is a great way to grab contacts from your accounting system or email for example and load them into Buildxact

Please use the below link to access our template for loading clients, this will show you the right setup for your Excel sheet before loading it in.

Tips for contact lists:

  • Use an Excel workbook (.xlsx) file

  • Close the file before loading it in

  • Make sure row 1 is headings (see the attached template)

  • Avoid formulas

  • Avoid photos

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