Set up tax rates, locations, customers and products from CSV files

If you do not use QuickBooks, you can fill in your tax rates, locations, customers and products from spreadsheets instead of typing each one in. Open Import from CSV from the merchant's row on the Merchants list, from the Account group on the merchant's overview, or from the Import from CSV button on the Customers, Products, Tax rates and Locations pages.

1. Do the lists in this order: tax rates, locations, customers, then products. A location names its tax rate, a customer names its location, and a product names its category, so what they refer to must already be there. A category that does not exist yet is created from the product file, with an optional color.
2. Download the template for the list. It has the right column names and two example rows to replace. Required columns are marked; the rest are optional and can be in any order. Save your file as CSV (UTF-8) from Excel or Google Sheets. A file can have up to 5,000 rows.
3. Upload it and choose what happens to a row that matches something you already have: skip it (safe to upload the same file again), or update the existing record from the file. An update never blanks a value that is already there. Customers are matched by account number, then email, then name; tax rates and locations by name; products by SKU, then name.
4. Check the preview. It lists every row as will add, will update, skipped, or not imported with the reason, and nothing is saved yet. Press Import to save. Rows that are not imported are left out; fix them in the file and upload it again.

Imported records are not sent to QuickBooks or anywhere else by the import itself. No text-message consent is recorded, because only the customer can give it. Nothing is ever deleted by an import. A tax rate that came from QuickBooks is never changed by a file.