Importing Customers
Customers is a Tier 1 (Day One) data type. Importing your customer list is essential if you need to create invoices, track customer purchases, or use the CRM features.
Before You Begin
- Prepare a CSV file with your customer data
- At minimum, include the Customer Name for each record
- Include Email and/or Phone if you want AccuArk to detect existing customers and update them instead of creating duplicates
Step-by-Step Import
- Open the Data Exchange Center from the Business menu
- Click Import on the Customers card
- Click Browse and select your CSV file
- Click Next to proceed to column mapping
- Ensure Customer Name is mapped (required)
- Map other fields as available in your file (email, phone, address, etc.)
- Click Next to validate
- Review validation results and click Import
How Upsert Works for Customers
Customers use Email and Phone as match keys:
- If a customer with the same email address exists, the row updates that customer
- If no email match is found, AccuArk checks by phone number
- If neither matches, a new customer record is created
This prevents duplicate customer records when you re-import an updated customer list.
Available Fields
| Field | Required | Description |
|---|---|---|
| Customer Name | Yes | Full name of the customer or business |
| Company Name | No | Business or organization name |
| Address | No | Street address |
| Address Line 2 | No | Suite, apartment, or unit number |
| City | No | City |
| State | No | State, province, or region |
| Zip Code | No | Zip or postal code |
| Phone | No | Primary phone number (also used for duplicate detection) |
| No | Email address (also used for duplicate detection) | |
| Mobile | No | Mobile or cell phone number |
| Fax | No | Fax number |
| Tax ID | No | Tax identification number (EIN, TIN, VAT) |
| Website | No | Customer website URL |
| Notes | No | Internal notes about the customer |
Tips
- Include email addresses — Even if you do not plan to email customers, the email field is the most reliable way for AccuArk to detect duplicates during import
- Consistent formatting — Phone numbers do not need to be in a specific format, but consistency helps with matching
- Company vs. individual — If a customer is a business, put the business name in Customer Name and optionally the contact person in a notes field