---
title: Upload Customers in CSV
description: "Save time by importing all your customers at once instead of adding them one by one. ### Watch the Video [Bulk Customer Upload to NEERSOFT CRM](https://www.youtube.com/embed/MM2BmCFab94?feature=oembed&enablejsapi=1) ### Step 1: Download the CSV Template 1. Go to **Customers**. 2. Click **Import**…"
url: "https://neersoft.com/docs/upload-customers-in-csv/"
updated: "2026-07-13"
category: Deal Management
---

# Upload Customers in CSV

Save time by importing all your customers at once instead of adding them one by one.

### Watch the Video

[Bulk Customer Upload to NEERSOFT CRM](https://www.youtube.com/embed/MM2BmCFab94?feature=oembed&enablejsapi=1)

### Step 1: Download the CSV Template

1. Go to **Customers**.
2. Click **Import** (or **Bulk Upload**).
3. Download the sample **CSV template**.

### Step 2: Fill in Your Data

1. Open the template in Excel or Google Sheets.
2. Add your customer details under each column (name, email, phone, etc.).
3. Keep the column headers unchanged.
4. Save the file as **.csv**.

### Step 3: Upload the File

1. Back in **Customers → Import**, click **Choose File**.
2. Select your saved CSV.
3. Click **Upload**.

### Step 4: Review & Confirm

1. Check the preview to make sure data is mapped correctly.
2. Fix any flagged errors.
3. Click **Confirm Import**.

✅ Done! Your customers will now appear in the **Customers** list.

**Tips**

- Use the provided template to avoid upload errors.
- Make sure emails and phone numbers are correctly formatted.
- Remove blank rows before uploading.