If you have a list of customers or vendors you'd like to import into your Flare account, Flare settings provides a convenient import utility.

Learn how to:

• Import customers.
• Import vendors.

Import customers

To import customers, do the following:

1. Click the Settings gear icon in Flare's top menu (1 below).
   
   
   
   
2. In the Settings left menu, click Import > Customers (2 below).
   
   
   
   
3. View the sample CSV file format (3 below).
   
   
   
   
     Each column of the CSV file you create or import must include a header (as shown above). Name (the customer's company name) is the only required field. Optional fields include: First Name, Last Name, Middle Name, Title, Email, Phone, Website (the URL of the customer's website), Mobile, Credit Limit, Fax, Terms (payment terms), Other Details, Street, City, State, Zip, and Country.
4. Browse for the CSV file (4 above). Flare will begin the import. You'll see the message "Your customers were imported successfully" if the import succeeded.

After importing customers, they will be available as a selection when you create invoices, record payments, credit notes and bank transactions.

Import vendors

To import vendors, do the following:

1. Click the Settings gear icon in Flare's top menu (1 below).
   
   
   
   
2. In the Settings left menu, click Import >Vendors (2 below).
   
   
   
   
3. View the sample CSV file format (3 below).
   
   
   
   
    Each column of the CSV file you create or import must include a header (as shown above). Name (the vendor's company name) is the only required field. Optional fields include: First Name, Last Name, Middle Name, Title, Email, Phone, Website (the URL of the customer's website), Mobile, Credit Limit, Fax, Terms (payment terms), Other Details, Street, City, State, Zip, and Country.
4. Browse for the CSV file (4 above). Flare will begin the import. You'll see the message "Your vendors were imported successfully" if the import succeeded.

After importing vendors, they will be available as a selection when you create bills, record payments, debit notes and bank transactions.