RRinvayoHelp centre
Customers & contacts

Import customers from CSV

Upload a file, review the result and confirm valid new customers.

  1. Open the customer import screen and download its example file.
  2. Fill in your rows using the same column names.
  3. Upload the CSV file.
  4. Review invalid rows and possible duplicates.
  5. Confirm the import when the preview looks right.

Required columns: type, displayName. Optional columns: externalReference, legalName, contactName, email.

type,displayName,externalReference,contactName,email
business,Cedar & Co Interiors,TEST-CEDAR-001,Priya Sharma,billing@example.com

Replace the example address with your own test inbox before using the customer for email. Customer imports accept up to 200 rows in a 64 KiB UTF-8 CSV.

Duplicates are skipped, not merged or overwritten. Fix rejected rows in your file and review them before another import. Uploading a file does not send mail. Check import results before repeating an interrupted submission.

Add customers and billing contacts

Keep invoice communication pointed at the right person.

Create and manage invoices

Save the amount, due date and intended billing recipient.