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Import Accounts in Bulk

Moving to MyBillingHub? Upload a CSV or Excel file of your existing customers, review the parsed rows before anything is created, and bring your whole account base in at once.

2 min read

Typing hundreds of customers in one at a time is nobody's idea of onboarding. The Import page takes a CSV or Excel export from your previous system and turns it into MyBillingHub accounts in one reviewed, controlled pass.

Running an Import#

  1. Select Import under Customers in the sidebar.
  2. Select Import accounts to open the import panel.
  3. Upload your CSV or Excel file.
  4. Review the parsed rows — the importer shows you exactly what it read from your file so you can spot problems before anything is created.
  5. Start the import. When it completes, you land on your Accounts list with the new records in place.

Preparing Your File#

A clean source file makes a clean import:

  • One row per account, with the customer's name, email, and company where you have them.
  • Consistent columns — the review step maps what it finds, so keep each piece of data in its own column with a clear header.
  • Watch for duplicates — if the same customer appears twice in your export, they'll come in twice.

After the Import#

Your imported customers are ordinary accounts from the moment they're created:

  • Open any account to add a payment method, attach a subscription, or raise an invoice.
  • Use the account list's search and filters to spot-check the import — filter by created date to see just the new arrivals.
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