Loading customers from Excel is a great way to grab customers from your accounting system or email for example and load them into Buildxact
Please use the below link to access our template for loading customers, 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