How to import your customer list
Web
Updated Aug 2026
Bring your existing customers into RushFlow in one go. Prepare a spreadsheet with names, phones, emails and any opening balance (what they already owe you), upload it, map the columns, and RushFlow creates the customers — ready for sales, dues and their 360° history.
Step by step
- Open the import toolWeb: go to Customers & Suppliers → Import and download the template.
- Fill the templateOne customer per row: name, phone, email, and any opening balance owed. Clean up obvious duplicates first.
- Upload and mapUpload the file and map each column to the right field; fix any flagged rows.
- Import and checkRun the import, then spot-check a few. Use merge duplicates to tidy any that slipped in twice.
Where to find it
Web: Customers & Suppliers → Import.
Set opening balances so dues are correct from day one — see customer dues.
Frequently asked questions
Can I import my existing customers?
Yes. Use Customers & Suppliers → Import, fill the template with names, contacts and any opening balance, map the columns and import.
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