Create & Manage Customers

Effective customer management is central to BillPipe. Our platform provides flexible tools for importing, creating, and updating your customer database, ensuring your invoicing operations run smoothly.

Creating a Single Customer

Import Customers from Providers

If you have already connected an accounting provider, you can pull your entire customer list effortlessly.

1. Navigate to the Customers section in your dashboard.
2. Click on the Import button in the top right.
3. Select your connected integration (e.g. Visma eAccounting or Moneybird) from the dropdown menu.
4. BillPipe will fetch your latest contacts directly via the API.
5. Review the parsed list and select which customers to Import or Update.

Bulk CSV Upload

For systems not yet fully integrated, bringing your existing customer database into BillPipe is straightforward using our bulk upload feature.

1. Navigate to the Customers section in your dashboard.
2. Click on the Import button.
3. Choose Upload CSV File.
4. Select your .csv file containing the customer data.
5. Review the parsed data and click Confirm to import the records into your workspace.

Note: We will be continually adding direct import support for more providers such as Exact Online and SnelStart in the future. In the meantime, you can upload .csv files as long as the columns match standard fields like name and email.