Import customers and suppliers
How do I import a customer or supplier list?
If you already have a list of customers or suppliers, you can easily import it into Billit. This way you do not have to create all customer files individually and you can save a lot of time
Step 1: Click 'Customers' (or 'Suppliers') in the menu and click 'Import'.
Step 2: Select the list you want to import.
Step 3: Connect the names of the columns from your .csv or .xslx file with the names as Billit knows them in the mapper. This way Billit can enter the right information in the right field. Address details are automatically filled in based on the data in the KBO for Belgian VAT numbers. Please note: you only need to map fields if you are working with your own file. If you download the sample list from Billit then everything is already in order.
Warning! Each line must contain at least a VAT number or an e-mail address, otherwise the customer or supplier will not be imported!
Step 4: Done! Your customers or suppliers are now imported.
