Import Customers & Contacts from your Accounting software

Tyler MacDonald Updated by Tyler MacDonald

Efficient Customer Management with shopVOX

When getting started with shopVOX, you have the convenience of entering your customer information directly into the system. While this can be time-consuming, especially with a large customer base, there is a more efficient approach to transferring your customer list seamlessly into shopVOX.

If you already maintain a customer list in another accounting system like QuickBooks, Xero, or Sage, you can effortlessly import that information into shopVOX. This time-saving feature eliminates the need to manually enter each customer's details.

Once your customer list is imported, all their relevant information, including contact details, billing and shipping addresses, and any additional pertinent data, will be readily available within shopVOX. This comprehensive integration simplifies the process of creating estimates, orders, and invoices, eliminating the need for repetitive manual data entry.

By leveraging the ability to import your existing customer list, you can streamline your workflow, improve efficiency, and devote more time to delivering exceptional service to your valued customers.

Whether you choose to manually enter customers directly into the system or import your customer list from integrated accounting systems like QuickBooks, Xero, or Sage, shopVOX empowers you to manage your customers effectively and enhance your business operations.

Import Customers from Accounting Software

It is easy to import your customers

  1. Click Settings on top right (toggle icon)
  2. Then, click on the Accounting section. After hooking up your accounting software you will see under the Customers and Contacts portion, it shows in blue text what is available to import.
  1. Click Import
  2. You will now see them appear in your customer list. Click Customers and search for the new data you have added.

Adding Customers Manually

You can also add customers one by one. Simply head to the top left of your screen and click Customers

  1. Click the green Add new Customer button

You can then fill out all the Customer info such as:

Name: The Company Name

Legal Name: Your Customer might have a different legal name (this is not a required field)

Primary Contact: This is your contact person's details for the Customer. The person you are likely to deal with.

Details: Here you can add important info such as your trading/ payment terms that you have with your customer as well as any specifics that will help you and your team work better with the customer

Notes: Let your team know any important information about your customer such as how they prefer to be contacted, some top tips on things to remember when serving them

  1. Once you're done, always remember to save so all your information is safely stored.

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