Acme Help Center

Import clients from a spreadsheet

Updated Getting started1 min read

  1. Export your list as CSV (comma separated, UTF-8).
  2. In Clients, click Import and choose the file.
  3. Match each column to an Acme field. Columns you don't need can be skipped.
  4. Review the preview and click Import N clients.
name,email,company,vat_number
Jane Smith,jane@northwind.example,Northwind Ltd,GB123456789
Ravi Patel,ravi@contoso.example,Contoso,

Duplicates are matched by e-mail address and updated instead of created twice.

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