How to upload multiple customers to your account

Get Paid offers a simple tool to save time and improve efficiency when adding customers to your account. If you have many customers, you no longer need to add them one by one. Instead, you can easily upload multiple customers at once.

This article contains the following sections:

How to prepare your customer list for uploading

When you upload your customer list to Get Paid, our system checks for duplicates, formatting, and required fields. Check the guidelines below to ensure the file is uploaded correctly.

Required file setup

Follow these steps to ensure your CSV file uploads successfully and your customer data is processed correctly:

1. Ensure the "companyName" header exists.

This is mandatory - your upload will fail without it.

  • Your CSV must include a column with the header "companyName".
  • This column should contain your customer display names.
  • Make sure you have only one "companyName" header (duplicates will cause upload failure).

2. Organize your customer data.

You can include optional fields besides the customer name in your CSV file - just be sure to use the exact column names listed below. If the names don't match, the system will skip those fields and leave them empty during upload.

Information Required column name in CSV file
Customer name (mandatory field) companyName
Email address contactEmail
Phone number phone_number
First name firstName
Last name lastName

File preparation options

You can create your own CSV file or download our template and fill it out with your customers' details.

Option 1: Modify your existing CSV

We suggest creating a backup copy of your file before modifying it.

1- Rename your customer name column to "companyName".

2- If you want to include any optional fields (email, phone number, First and Last name), change the column names as explained above.

Option 2: Use our template

1- In the Customers tab, select the import icon on the right side of the screen.

2- In the pop-up window, select Download template file to download our CSV template.

3- In the template, copy your customer names into the "companyName" column.

4- Fill in other columns as needed - all are optional except "companyName".

Optional columns can be left blank. This won't affect the file upload.

How to upload multiple customers

1- In your Get Paid account, select Get paid in the left sidebar.

2- Select the Customers tab.

3- Select the import icon on the right side of the screen.

4- In the pop-up window, click on Select CSV file to upload your customer list.

5- After the file is attached, select Submit at the bottom right of the pop-up window.

That's it! You successfully uploaded your customers. A confirmation message will be at the top of your Get Paid dashboard.

Possible issues when uploading the customer list

Below are possible scenarios you can face when uploading your customer list and the expected result.

Possible scenario

What happens

Customers have the same name and the same email address

Only 1 record will be uploaded

Customers have the same name but different emails

Both records will be uploaded

The "companyName" column is missing

The upload will fail. Make sure to add the mandatory column name.

The customer name column does not use the required "companyName" header

The upload will fail. Make sure to change the column name as required.

The optional column (email, phone number, First name, Last name) is missing, or has a name mismatch

The file will be uploaded, leaving the relevant fields empty

Columns are in a different order from the template

Upload will succeed as long as column names are correct

The file includes extra columns (not from the template)

Upload will succeed, but unsupported columns will be ignored

The email address or phone number is in an unsupported format

The file will be uploaded, leaving the relevant fields empty