Importing Customers

How to import your customer list into Teesom

If you're going to integrate with QB Online - don't do this, you can import your customers through the QB integrator.

Before you can import a customer list into Teesom it must be prepared according to the template and instructions provided below:

Later in this article you can download the layout spreadsheet which describes the requirements for each column.

The spreadsheet containing your customer list must be rearranged to match our layout template and then exported as a TAB delimited TEXT file.

In whichever spreadsheet program you use (such as MS-Excel or Libreoffice-Calc) you will go to ‘Save As’ –> ‘TAB delimited text file’:

TIP: You can export your customer list from QB Desktop or FastManager to CSV, then prepare that list per the sample template below, and import that into Teesom!

Note: The Sales Rep in the CSV(Spreadsheet) must match the name of the Sales Rep in Teesom.

Once you have prepared your spreadsheet and exported it as a TAB delimited text file, go to the main menu in Teesom and click on “Customers“.

On the Customer List screen, click on the dropdown next to “new customer” and select “Import Customers”.

Locate the csv or txt file that you exported and click on OPEN. The file will be imported immediately.

If any errors are encountered, Teesom will tell you which row/s and column/s the errors are in:

Proper formatting of the TAB-delimited CSV File

Sample Files

Layout spreadsheet with description of each column:

Click Here To Download

Sample TAB delimited CSV text file:

You will rearrange the columns in your exported CSV file to *exactly match* the columns that are in this template. If any information is missing, simply leave that column empty, but it must still be there!

Click Here To Download

Summary of Columns

PLEASE NOTE: You cannot have duplicates in the 'Customer Name' column.
(and: you cannot import multiple contacts for a single customer. Only the "main" contact is included. Additional contacts can be added manually in Teesom later)

Column Name

Notes on information to enter

|A| Customer Name *

*Required Field*

Full name of the company or individual.

|B| Customer Phone

Main contact telephone number.

|C| Customer Email *

*Required field*

Main contact email address.

If you don’t have an email address, fill in a placeholder – The email address must be formatted correctly, Eg: name@domain.tld

|D| Customer OnHold *

*Required Field*

Enter only: Y or N

|E| Customer Resell Number

Can be left blank

|F| Customer Rep **