Bulk importing Customers into Turbo Inventory

Modified on Wed, 15 Jan at 9:57 AM

When setting up a new Turbo Inventory system, customers can easily be imported as a CSV file. This means you can transfer customers from an existing system (such as TAS Books, Outlook or SharePoint), by exporting them from that system as a spreadsheet, renaming the columns to match Turbo Inventory, then importing the file directly into Turbo Inventory.

Note:?

Cash Sale is the default system customer for all non-customer sales
If any of your customer fields have 'commas', they may break the import file if not properly 'enclosed' in quotes when creating a spreadsheet file

Importing your Customers

Head onto the left-hand Navigation Bar and click Customers
Click Import Customers
From the new window that opens up select your customer file
Click Open

Turbo Inventory will now import all the customers in the file and will refresh the customer page once done. Once all the customers are imported you can run a spot check to make sure the information was parsed correctly