Importing Customers from a CSV file

You can easily import your customers into Pay Advantage from a CSV text file.

If you have your customer list stored in an excel spreadsheet simply use the “Save as” feature in Excel and select CSV (Comma Separated Values) format.

A sample CSV file is attached at the end of this article.

  • Go to the Customers dropdown menu and click Import File.

  • Select your file once saved as a CSV file and click next.

 

  • You will then see a listing of your customers and you can map the fields within your CSV file to the relevant Pay Advantage Customer fields.

 

  • A preview of the import will be shown and you can select which customers you wish to import. If any conflicts or duplicates are identified these will be highlighted.

 

  • You can now click the next to finish the import.
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