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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'.

Billit Import customers suppliers list Excel CSV

Step 2: Select the list you want to import.

Warning! Billit supports .CSV files and Excel files in .xslx format. Files with the extension .xls (Excel 2007 & 2013) are not supported!

Billit Import customers suppliers list Excel CSV

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.

Warning! Each line must contain at least a VAT number or an e-mail address, otherwise the customer or supplier will not be imported!

Billit Import customers suppliers list Excel CSV

Step 4: Done! Your customers or suppliers are now imported.

Billit Import customers suppliers list Excel CSV