To import existing customers in bulk, navigate to the Import agreements page by clicking your initials at the top right corner.
1. Download the CSV Template
Download the CSV template zip file. You'll find included an example file that you can use as a reference in addition to the CSV template that you will upload.
2. Fill out the template
Each line in the file must contain all relevant information in addition to the service you will be providing and the relevant details.
For example, an agreement with 6 different services will take up 6 rows in the file.
Fill in each column with a viable value. Here is a list of all columns and possible values:
Column | Example Values |
First name | John |
Last name | Doe |
Phone number | 2121234567 |
Company Name | Doe's Comp |
Billed upfront | Yes, No |
Agreement title | NYC Branch |
Payment terms | 0, 15, 30, 45, 60 |
Require payment method | Yes, No |
Service name | Bookkeeping Monthly |
Service description | Description |
Automatic billing | Yes, No |
Billing occurrence | One time, Monthly, Quarterly, Weekly, Yearly |
Pricing | Fixed, Hourly, Quantity, Range |
Rate | 100 |
Unit cap | (null), 1000, 2000 |
Unit name | Employees |
Discount | (null)/90 |
Discount type | (null), Percentage, Fixed Amount |
Effective date | 7-18-2023 |
Accountant access | mandatory,(null) |
Mark this service as optional | Not included, Included |
Terms and conditions | T&C 2024 (File name as shown in Anchor) |
billing day | 1, Monday, last |
start billing on | paused, from next billing date, on effective date |
amendments auto approval | 7, 10 |
Packages | Package name |
Email body | "Dear customer, We've recently started using..." |
3. Upload the CSV file
Upload the CSV file by clicking the upload button. In the Results section, you can see how many agreements have been uploaded. To save them under the drafts section, click on 'Import as drafts'.
Click 'View drafts' to review your proposals.
Fix Errors
If your CSV file contains any errors, we will present them so you can edit them and re-upload them.
Send For Approval
For each draft saved, you can select one of the following options:
Discard - discard the draft
Duplicate Draft - to save it for later use
Send for Approval - send the proposal to a customer. If you send them for approval, make sure to upload your Terms and Conditions PDF file for each agreement, edit their settings or any other important details.
Once you click send, we will send an email to your customer to approve the agreement.
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