Importing Customers

If you're going to integrate with QuickBooks Online - instead you can import your customers through the QB integrator.

In your spreadsheet program (such as MS Excel or LibreOffice Calc), go to 'Save As' and select 'TAB delimited text file.'

Ensure your spreadsheet containing the customer list is rearranged to match our layout template, then export it as a TAB-delimited TEXT/CSV file.

Click Here to download a sample TAB delimited CSV text file.

Click Here To Download the Layout spreadsheet with a description of each column.

Once you have prepared your spreadsheet and exported it as a TAB delimited text file, go to the main menu in Teesom and click on “Customers.“

On the "Customers" screen:

1. Click on the dropdown next to "+ New Customer."
   
2. Select "Import Customers."

For a more comprehensive guide, please refer to: Importing Customers

If you have any questions or need assistance, please don't hesitate to contact us through the Live Chat in Teesom.

• Related Articles

• Customers & Contacts

  In Teesom you can create customers and add multiple contact persons to each customer as needed. To create a new customer, go to the 'Main Menu' then select “Customers“. On the "Customers" screen click on "+ New Customer": If you would like to add or ...

• The Customers List

  The Customers screen/list on Teesom allows you to view, search, add, and edit customers. To access the Customers page, go to the "Main Menu" and click on "Customers." Key clickable areas of the Customers screen are highlighted in the screenshot ...

• Invite to Customer Portal

  After turning on the Customer Portal you can proceed to invite your customer contacts. In Teesom, navigate to your Customers page via the Main Menu. On the Customers page, click the '3 Dot' menu next to the relevant customer and select "Edit." Then, ...

• Customer Portal Setup

  The customer portal allows your customers to get a detailed overview of their account with you, including pending quotations, current work-in-progress, outstanding invoices, and more. To access the customer portal settings, go to the Company Setup ...

• Set Main Customer Contact

  If a customer has multiple contacts, you can assign a Main contact person as well as a Financial contact person. To set the main and financial contact persons for a customer: Go to the "Customers" page via the Main Menu. Click the "3-dot" menu next ...