I appreciate the details you included in your post, Ryan. Other than not having more than 1000 rows for the CSV file, it also needs to be no more than 2 MB.
Here's what else you should know:
- Ensure that there are no sub-accounts included, as these can't be imported. I suggest changing them into parent accounts before you import them and then changing them back after
- The entries in the Name field must be unique, as a customer can't have the same name as another
Also, if the file is imported incorrectly and needs to be re-imported, duplicates may occur because the original list won’t be replaced. To prevent this, make the imported customers inactive before re-importing, or editing them individually.
You might also find this article helpful whenever you need to record advance payments from your customers: Record a retainer or deposit.
Please click the Reply button below if you have any follow-up questions.
