Deline

Import customers from a spreadsheet

In Customers & suppliers press Import CSV, download the template, fill in one customer per row and choose the file. Deline shows a preview; press Import valid customers. Duplicates and rows with problems are left out.

  • L1 · Everyday
  • WhereAll countries
  • WhoOwner, Editor
  • PlanBasic and up
  • Timeabout 2 min

Steps

  1. Open Customers & suppliers and press Import CSV.

    Step 1: Open Customers & suppliers and press Import CSV.
    Step 1 in Deline (Spain business, fictional data) · See the whole screen

  2. Press Download CSV template and fill in one customer per row.

    Each customer needs a name, an address and a country.

    Step 2: Press Download CSV template and fill in one customer per row.
    Step 2 in Deline (Spain business, fictional data) · See the whole screen

  3. Press Choose your customer CSV and pick the file.

    Step 3: Press Choose your customer CSV and pick the file.
    Step 3 in Deline (Spain business, fictional data) · See the whole screen

  4. Check the preview and press Import valid customers.

    Rows to correct lists what is wrong with each rejected row.

    Step 4: Check the preview and press Import valid customers.
    Step 4 in Deline (Spain business, fictional data) · See the whole screen

  5. Press Done.

    Step 5: Press Done.
    Step 5 in Deline (Spain business, fictional data) · See the whole screen

If something goes wrong

  • "Name, address and country are required": fill in those columns for that row and choose the file again.

Last checked 2026-11-08 by the guide runner on build 37b370dcd (Deline 5e00493c3) (local Deline stack).