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Importing customers from a CSV file lets you quickly add multiple customer records to Qwoty without manual entry. You can import basic customer information, billing details, and custom fields in a single operation.

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Prerequisites

Before you start, make sure you have:
  • A CSV file with customer data
  • Admin or Manager role permissions
  • Column headers that match Qwoty’s customer field names
Download the CSV template from Qwoty to ensure your file has the correct format and required columns.

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Access the import tool

Navigate to Customer → Customer in the left side menu, then click [BUTTON LABEL] in the top right corner.

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Prepare your CSV file

1

Download the template

Click [BUTTON LABEL] to get a CSV template with all available fields and the correct column format.
2

Format your data

Open the template and fill in your customer information. Required columns include:
  • [FIELD NAME]
  • [FIELD NAME]
Optional columns may include billing address, phone number, tax ID, customer segment, and custom fields.
3

Save the file

Save your file as CSV format (UTF-8 encoding recommended) and close any programs that have it open.
Make sure email addresses are unique. Duplicate emails will cause the import to skip those rows or update existing records depending on your settings.

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Import the file

1

Upload your CSV

Click [BUTTON LABEL] and select your prepared CSV file. Qwoty validates the file format and displays a preview.
2

Map fields

Review the field mapping screen. Qwoty automatically maps CSV columns to customer fields based on header names. Adjust any incorrect mappings using the dropdown menus.
3

Set import options

Choose your import behavior:
  • [OPTION NAME]: Ignores rows with existing email addresses
  • [OPTION NAME]: Overwrites existing customer data with CSV values
  • [OPTION NAME]: Adds only new customers
4

Start the import

Click [BUTTON LABEL] to begin processing. A progress indicator shows the upload status.

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What happens next

Qwoty processes the CSV file and displays an import summary showing:
  • Number of customers successfully created
  • Number of existing customers updated
  • Number of rows skipped due to errors
You can download an error report if any rows failed validation. Successfully imported customers appear immediately in your customer list and are available for quote creation.

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Troubleshooting

Check that your CSV uses comma separators, UTF-8 encoding, and has header row in the first line. Avoid special characters in column names that don’t match the template exactly.
Download the error report to see which rows failed and why. Common issues include missing required fields, invalid email formats, or data that exceeds field length limits.
This happens when email addresses have slight variations (extra spaces, different cases). Clean your data to ensure email consistency before importing, or use the update mode to merge records.
Verify that custom field column names exactly match the field names defined in [MENU PATH] . Custom fields must be created before importing data into them.

Create a customer

Add individual customer records manually

Manage customer data

Edit and update customer information

Customer overview

Learn about customer management in Qwoty

Export customers

Download customer data as CSV