Not able to import customers

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.

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