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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

  1. Open the import toolWeb: go to Customers & SuppliersImport and download the template.
  2. Fill the templateOne customer per row: name, phone, email, and any opening balance owed. Clean up obvious duplicates first.
  3. Upload and mapUpload the file and map each column to the right field; fix any flagged rows.
  4. 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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