Import Customers from CSV

For: business owners migrating from another invoicing tool or spreadsheet. What you need: a CSV file with your customer data.

1. Go to the import page

Navigate to Customers and click Import CSV.

2. Upload your file

Select your CSV file. InvoiceScript reads the column headers and shows a mapping UI.

3. Map columns

For each InvoiceScript field (name, email, phone, VAT number, address fields), select the matching column from your CSV. The mapper shows a preview of the first few rows so you can verify the mapping.

Required mapping: Name. All other fields are optional.

4. Run the import

Click Import. InvoiceScript creates a customer record for each row. Duplicate detection uses the email address. If a customer with the same email already exists, the row is skipped.

After the import, you see a summary: how many customers were created and how many were skipped.

CSV format tips

• The first row should contain column headers.
• Use UTF-8 encoding for international characters.
• One customer per row.
• For business type vs. individual: include a column with values like "business" or "individual". If not mapped, all imports default to business.

Related pages

• Documents
• Settings