Import customers from a CSV file

Import the fileOn the web

1. Open CSV import.
2. On Customers, click Choose CSV file and pick your file.
3. Match each column to a PlanBill field, such as Customer / company name, Email, and Phone.
4. Invoices, payments, and expenses are optional steps. Skip any you don’t need.
5. On Review & import, check the counts, then click Start import.

If something looks wrong right after, use Undo last import and try again.