Import Location

Settings > Customer > Import/Export


The table below outlines each column included in the template file available at the bottom of the page. Some fields are required for a successful import, these fields are color coded as follows:


Required Fields

Blue HighlightRequired
No HighlightNot Required


FieldAdditional Details
Tax Name

Refers to the name of the tax rate (e.g. Ontario-HST)

Tax Rate

Use whole numbers for percentages (e.g. 5 for 5%)

Formatting Guidelines

  • Column header names must follow the exact same naming scheme as provided or the import upload will fail. 

  • Blank rows are considered empty and skipped by the importer. 

  • It is possible to successfully upload 0 rows of information, as long as all required columns are present, the importer will still succeed. 

  • Data will not be overwritten if duplicate rows are uploaded, instead another row will be created.

  • Currently no way to export this information directly.