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Import customer lists via CSV
Great news! Now you can import customer contact information into Wave by uploading a simple CSV file.
Here’s how you do it, in 3 simple steps:
- Download your contacts from wherever you currently keep them, in CSV format. (Or download them in a file format like Excel, and convert that to CSV).
- Clean up the file so the columns in your CSV match up with Wave’s.
- Upload the file into Wave.
Simple as that.
You’ll find the Import from CSV feature on the Customers page, under the gear icon.
There are instructions, and a CSV template you can follow, on the Import page (click the “View instructions” link). Or read this detailed FAQ.
Using the Customer import feature is the fast way to take you from here:
Not using Wave yet?
Wave’s free financial management software makes it easier to invoice clients, get paid, and manage your books. Simply visit waveapps.com, click on “Create your free account,” and enter your email. You’ll be up and running in seconds. Download a copy of Fearless Accounting with Wave to get started with confidence.