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

For a template to help guide you on how to format the excel file so Buildxact will accept it please CLICK HERE

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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