All Collections
Getting Started
Importing Customers from Excel into CLIPitc
Importing Customers from Excel into CLIPitc

How to import customers from an Excel spreadsheet into CLIPitc's Customer List

Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

Some companies have a lot of their information in Excel. To get your information from Excel to CLIP follow these instructions:

Click on the Customers Tab, then click on Import Customer.

Download the format example by clicking "Download format example".

Open the downloaded excel spreadsheet and enter the customer details in it and save (or copy and paste from an existing excel spreadsheet with your customer data in it).

Click "Browse" and select the excel sheet you have saved.

After finding the excel sheet Click "Import".

All Imported records are displayed below.

If there are any errors in any of the records the error icon will display in the first column of the table. Hover over the Error Icon to see what the error is.

After that click "Upload data".

Now all of the customers in the excel sheet have been added to your customer list!

If you have any questions please visit our Help Center or log into chat at the bottom of the page at We are more than happy to answer any questions you may have!

Did this answer your question?