Import your existing customers into Printavo (via QBO Sync or list upload)

Some shops choose to start their Printavo journey with a blank slate of customers. Some shops choose to import all or some of their previous customers. Both of these options are valid choices with pros and cons, but if you do decide to import customers then Printavo has simplified that process for you by one of three methods:

  1. Importing your customers from QuickBooks Online (QBO)
  2. Importing your customers from QuickBooks Desktop
  3. Importing your customers from other sources (.CSV spreadsheet)

Where to do this: My Account > Import/Export Data > Import Data > Customers/Payment Terms

1. Importing your customers from QuickBooks Online (QBO)

Users on the Standard tier and above can head to  to connect your QuickBooks Online to Printavo, where we'll automatically import your customers from QuickBooks for you.

2. Importing your customers from QuickBooks Desktop

  1. Open QuickBooks.
  2. Click Reports > Customers & Receivables > Customer Contact List. (Example)
  3. In that new window, click Export. This will open Microsoft Excel with your exported customer list. (Example)
  4. Download this example file (also found at the bottom of this article) and migrate your current customer list to mimic its format. Make sure the column headers stay the same. Do not delete any columns even if no data will be entered into them.
  5. Clear all formatting from your document.
    1. In Excel, push Command/Ctrl + A to select all the cells in your CSV then go to Edit > Clear > Formats
    2. In Google Sheets: Format > Clear Formatting
  6. Inside your new formatted Microsoft Excel file, go to File > Save As...
  7. Change the format to "Windows Comma Separated .CSV". (Example)
  8. Save your file and upload that new file at the bottom of the Customers/Payment Terms import page.

3. Importing your customers from other sources (.CSV spreadsheet)

  1. Download this template file (also found at the bottom of this article) and copy your current customer list into it. Make sure the column headers stay the same. Do not delete any columns even if no data will be entered into them.
  2. Clear all formatting from your document.
    1. In Excel, push Command/Ctrl + A to select all the cells in your CSV then go to Edit > Clear > Formats
    2. In Google Sheets: Format > Clear Formatting
  3. Save your file and upload that new file at the bottom of the Customers/Payment Terms import page.

NEXT: 6.3 How To: Make a Screen Printing Pricing Matrix

PREVIOUS: 6.1 Managing Sales & Growth in Printavo

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.